Teamwork Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
Teamwork Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$204,447
-86.6%
493
-85.7%
0.03%
-86.7%
Q2 2023$1,527,696
+15.1%
3,455
+0.4%
0.25%
+1.2%
Q1 2023$1,326,817
+40.4%
3,442
+16.4%
0.24%
+28.9%
Q4 2022$944,828
+45.8%
2,958
+40.3%
0.19%
+35.7%
Q3 2022$648,000
+29.6%
2,109
+37.8%
0.14%
+28.4%
Q2 2022$500,000
-11.8%
1,530
+12.4%
0.11%
+2.8%
Q1 2022$567,000
-9.3%
1,361
-0.2%
0.11%
-7.8%
Q4 2021$625,000
-7.7%
1,364
-19.1%
0.12%
-14.2%
Q3 2021$677,000
+40.7%
1,687
+39.8%
0.13%
+36.7%
Q2 2021$481,000
+12.9%
1,207
+1.7%
0.10%
-2.0%
Q1 2021$426,000
-38.1%
1,187
-38.9%
0.10%
-39.0%
Q4 2020$688,000
+41.6%
1,944
+24.6%
0.16%
+8.6%
Q3 2020$486,000
+20.9%
1,560
+8.1%
0.15%
+4.9%
Q2 2020$402,0001,4430.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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