Wealthspire Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,586,924
-10.3%
3,825
-4.4%
0.03%
-10.3%
Q2 2023$1,768,229
+14.1%
3,999
-0.5%
0.03%
+7.4%
Q1 2023$1,550,002
+1.3%
4,021
-16.1%
0.03%
-3.6%
Q4 2022$1,530,627
+15.9%
4,792
+11.5%
0.03%0.0%
Q3 2022$1,321,000
+5.0%
4,298
+11.5%
0.03%
+7.7%
Q2 2022$1,258,000
-19.8%
3,854
+2.3%
0.03%
-25.7%
Q1 2022$1,568,000
-25.2%
3,766
-17.7%
0.04%
-23.9%
Q4 2021$2,097,000
+10.3%
4,577
-3.4%
0.05%
+17.9%
Q3 2021$1,902,000
+3.3%
4,740
+2.7%
0.04%
-18.8%
Q2 2021$1,841,000
+27.1%
4,616
+14.2%
0.05%
+41.2%
Q1 2021$1,449,000
+23.3%
4,042
+21.7%
0.03%
-2.9%
Q4 2020$1,175,000
+21.3%
3,322
-27.4%
0.04%
-14.6%
Q1 2020$969,000
+13742.9%
4,574
+10295.5%
0.04%
+4000.0%
Q4 2018$7,000440.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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