Anchor Investment Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$10,537,694
+29.7%
21,772
+11.2%
1.21%
+13.7%
Q3 2023$8,126,320
-14.5%
19,586
-8.9%
1.06%
-12.6%
Q2 2023$9,505,040
+16.4%
21,497
+1.5%
1.21%
+9.2%
Q1 2023$8,165,732
+25.7%
21,184
+4.1%
1.11%
+19.3%
Q4 2022$6,497,238
-17.8%
20,341
-20.9%
0.93%
-24.0%
Q3 2022$7,901,890
-7.1%
25,708
-1.3%
1.23%
-0.6%
Q2 2022$8,502,405
-20.8%
26,037
+1.0%
1.23%
-8.9%
Q1 2022$10,734,979
-12.9%
25,775
-4.2%
1.35%
-11.6%
Q4 2021$12,324,432
+17.7%
26,899
+3.1%
1.53%
+5.0%
Q3 2021$10,474,313
+9.2%
26,102
+8.5%
1.46%
+9.9%
Q2 2021$9,593,850
+19.7%
24,059
+7.7%
1.33%
+8.8%
Q1 2021$8,011,572
+4.6%
22,348
+3.3%
1.22%
-11.4%
Q4 2020$7,657,114
+21.4%
21,643
+6.8%
1.38%
+7.5%
Q3 2020$6,309,043
+29.3%
20,257
+15.7%
1.28%
+17.3%
Q2 2020$4,880,491
+35.3%
17,511
+2.8%
1.09%
+17.3%
Q1 2020$3,607,809
+13.2%
17,026
+30.8%
0.93%
+37.1%
Q4 2019$3,186,943
+25.4%
13,016
+10.4%
0.68%
+16.1%
Q3 2019$2,540,608
+5.8%
11,787
+3.5%
0.58%
+2.3%
Q2 2019$2,400,694
+31.1%
11,384
+24.7%
0.57%
+25.2%
Q1 2019$1,831,854
+18.6%
9,131
-1.4%
0.46%
+3.9%
Q4 2018$1,544,410
-53.8%
9,257
-43.9%
0.44%
-42.5%
Q3 2018$3,343,706
+15.8%
16,507
+3.7%
0.76%
+7.4%
Q2 2018$2,888,614
+14.3%
15,924
+7.8%
0.71%
+7.7%
Q1 2018$2,526,525
+26.0%
14,775
+21.4%
0.66%
+24.2%
Q4 2017$2,005,258
+38.3%
12,173
+27.6%
0.53%
+25.2%
Q3 2017$1,449,985
+332.0%
9,540
+300.3%
0.42%
+282.9%
Q2 2017$335,622
+24.6%
2,383
+20.0%
0.11%
+19.4%
Q1 2017$269,361
+11.9%
1,986
+0.3%
0.09%
+3.3%
Q4 2016$240,692
+233.3%
1,981
+230.2%
0.09%
+221.4%
Q3 2016$72,2226000.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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