Intersect Capital 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
Intersect Capital LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$267,000
-21.7%
8180.0%0.08%
+24.6%
Q1 2022$341,000
-14.8%
818
-6.3%
0.06%
-12.2%
Q4 2021$400,000
+14.3%
8730.0%0.07%
+23.3%
Q3 2021$350,000
+0.6%
8730.0%0.06%
-3.2%
Q2 2021$348,000
+11.2%
8730.0%0.06%
-1.6%
Q1 2021$313,000
+8.3%
873
+6.7%
0.06%
-1.6%
Q4 2020$289,000
+13.3%
8180.0%0.06%
-7.2%
Q3 2020$255,000
+11.8%
8180.0%0.07%
-6.8%
Q2 2020$228,000
+14.0%
8180.0%0.07%
+10.4%
Q4 2019$200,000
-11.5%
818
-22.1%
0.07%
-20.2%
Q3 2019$226,000
+2.3%
1,0500.0%0.08%
-1.2%
Q2 2019$221,000
+4.7%
1,0500.0%0.08%
-4.5%
Q1 2019$211,0001,0500.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders