SCHNIEDERS CAPITAL MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
SCHNIEDERS CAPITAL MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$544,349
-6.2%
1,3120.0%0.12%
+0.8%
Q2 2023$580,114
+14.7%
1,3120.0%0.12%
+7.1%
Q1 2023$505,737
+20.7%
1,3120.0%0.11%
+17.7%
Q4 2022$419,066
+4.0%
1,3120.0%0.10%
-10.3%
Q3 2022$403,000
-5.8%
1,3120.0%0.11%
-16.4%
Q2 2022$428,000
-7.6%
1,312
+18.0%
0.13%
+16.4%
Q1 2022$463,000
-9.2%
1,1120.0%0.11%
-7.6%
Q4 2021$510,000
+28.8%
1,112
+12.7%
0.12%
+11.2%
Q3 2021$396,000
+0.5%
9870.0%0.11%0.0%
Q2 2021$394,000
+11.3%
9870.0%0.11%
+0.9%
Q1 2021$354,000
+6.6%
987
+5.3%
0.11%
-2.8%
Q4 2020$332,000
+57.3%
937
+38.4%
0.11%
+38.0%
Q3 2020$211,0006770.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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