Bridgewater Wealth & Financial Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 244 filers reported holding VANGUARD WORLD FDS in Q4 2014. The put-call ratio across all filers is 1.55 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bridgewater Wealth & Financial Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2017$563,000
+3.7%
4,0000.0%0.19%
-5.5%
Q1 2017$543,000
+11.7%
4,0000.0%0.20%
+8.2%
Q4 2016$486,000
+1.0%
4,0000.0%0.18%
+4.0%
Q3 2016$481,000
+12.4%
4,0000.0%0.18%
+14.9%
Q2 2016$428,000
-2.3%
4,0000.0%0.15%
-3.1%
Q1 2016$438,000
+1.2%
4,0000.0%0.16%
-5.4%
Q4 2015$433,000
+8.2%
4,0000.0%0.17%
+1.2%
Q3 2015$400,000
-4.3%
4,0000.0%0.17%
-2.4%
Q4 2014$418,0004,0000.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2014
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders