Surevest, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 603 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$123,000
+2.5%
400
+8.7%
0.03%
+6.5%
Q2 2022$120,000
-22.1%
368
-0.3%
0.03%
-16.2%
Q1 2022$154,000
-9.4%
369
-0.3%
0.04%
-7.5%
Q4 2021$170,000
-18.3%
370
-37.2%
0.04%
-42.0%
Q4 2020$208,000
-16.8%
589
-42.3%
0.07%
-35.5%
Q4 2019$250,000
+13.6%
1,021
+0.2%
0.11%
-0.9%
Q3 2019$220,000
-4.8%
1,019
-6.9%
0.11%
-10.0%
Q2 2019$231,000
-36.5%
1,095
-39.6%
0.12%
-46.4%
Q1 2019$364,000
+9.0%
1,814
-9.5%
0.22%
-15.2%
Q4 2018$334,0002,0040.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders