Summit Financial Strategies, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$212,444
-6.2%
5120.0%0.04%
-4.8%
Q2 2023$226,403
+4.8%
512
-1.3%
0.04%
-2.3%
Q1 2022$216,000
+0.9%
519
+11.1%
0.04%
+4.9%
Q4 2021$214,0004670.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 133,321$41,523,00018.90%
NORTHSTAR ASSET MANAGEMENT Co LLC 149,149$46,452,00014.83%
Curtis Advisory Group, LLC 69,130$21,531,00012.70%
Annex Advisory Services, LLC 312,610$97,362,00012.41%
MFA WEALTH ADVISORS, LLC 35,752$11,135,00011.83%
Elwood & Goetz Wealth Advisory Group, LLC 67,683$21,080,00011.36%
HORIZON FINANCIAL SERVICES, LLC 34,545$10,759,00010.45%
TRUST CO OF OKLAHOMA 79,004$24,605,796,00010.13%
Tatro Capital, LLC 27,217$8,477,0009.69%
Madden Advisory Services, Inc. 31,414$9,783,0009.32%
View complete list of VANGUARD WORLD FDS shareholders