Capstone Financial Advisors, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capstone Financial Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$243,887
-5.8%
588
+0.3%
0.02%0.0%
Q2 2023$258,892
+15.1%
586
+0.3%
0.02%
+5.6%
Q1 2023$224,928
-7.1%
584
+0.3%
0.02%0.0%
Q1 2022$242,000
-9.0%
5820.0%0.02%
-5.3%
Q4 2021$266,000
+14.2%
582
+0.2%
0.02%
+5.6%
Q3 2021$233,000
+0.4%
5810.0%0.02%0.0%
Q2 2021$232,000
+11.5%
581
+0.2%
0.02%0.0%
Q1 2021$208,0005800.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders