FINANCIAL CONSULATE, INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
FINANCIAL CONSULATE, INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$620,276
-6.2%
1,4950.0%0.27%
-2.1%
Q2 2023$661,030
+14.7%
1,4950.0%0.28%
+39.3%
Q1 2023$576,278
+24.1%
1,495
+2.8%
0.20%
+24.1%
Q4 2022$464,422
+3.9%
1,4540.0%0.16%
-14.3%
Q3 2022$447,000
-5.9%
1,4540.0%0.19%
-15.2%
Q2 2022$475,000
-21.6%
1,4540.0%0.22%
-4.3%
Q1 2022$606,000
-9.0%
1,4540.0%0.23%
+0.9%
Q4 2021$666,000
+14.2%
1,4540.0%0.23%
+9.5%
Q3 2021$583,000
+0.5%
1,4540.0%0.21%
+1.0%
Q2 2021$580,000
+7.6%
1,454
-3.3%
0.21%
-4.6%
Q1 2021$539,000
+1.3%
1,5040.0%0.22%
-4.8%
Q4 2020$532,000
+13.7%
1,5040.0%0.23%
+3.6%
Q3 2020$468,000
+11.7%
1,5040.0%0.22%
+4.2%
Q2 2020$419,000
+31.3%
1,5040.0%0.21%
+12.7%
Q1 2020$319,000
-13.3%
1,5040.0%0.19%
+16.0%
Q4 2019$368,0001,5040.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders