NorthRock Partners, 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
NorthRock Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$478,427
-2.0%
1,153
+4.4%
0.05%
-5.7%
Q2 2023$488,286
-10.8%
1,104
-22.3%
0.05%
-8.6%
Q1 2023$547,307
+14.2%
1,420
-5.4%
0.06%
+5.5%
Q4 2022$479,371
+0.9%
1,501
-2.9%
0.06%0.0%
Q3 2022$475,000
-1.5%
1,546
+4.7%
0.06%
+10.0%
Q2 2022$482,000
-1.4%
1,476
+25.6%
0.05%
+13.6%
Q1 2022$489,000
-9.1%
1,175
+0.2%
0.04%
+10.0%
Q4 2021$538,000
+33.5%
1,173
+16.7%
0.04%
+21.2%
Q3 2021$403,000
+0.8%
1,005
+0.2%
0.03%0.0%
Q2 2021$400,000
-19.8%
1,003
-27.9%
0.03%
-26.7%
Q1 2021$499,000
-28.0%
1,391
-29.0%
0.04%
-33.8%
Q4 2020$693,000
+162.5%
1,959
+131.0%
0.07%
+134.5%
Q3 2020$264,000
-97.1%
848
-97.4%
0.03%
-97.3%
Q2 2020$9,205,000
+197.7%
33,027
+126.3%
1.09%
+151.7%
Q1 2020$3,092,000
-53.6%
14,594
-46.3%
0.43%
+23.0%
Q4 2019$6,660,00027,2020.35%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders