Ken Stern & Associates, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 547 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2018$9,563,000
+9.0%
47,209
-2.4%
4.16%
+2.8%
Q2 2018$8,771,000
+1.2%
48,351
-4.6%
4.05%
+6.0%
Q1 2018$8,669,000
+0.8%
50,695
-2.9%
3.82%
+1.9%
Q4 2017$8,604,000
+3.0%
52,233
-4.9%
3.75%
+1.6%
Q3 2017$8,350,000
+5.7%
54,930
-2.1%
3.69%
+2.4%
Q2 2017$7,900,000
-0.3%
56,102
-1.7%
3.60%
-3.0%
Q1 2017$7,924,000
+13.8%
57,092
-0.4%
3.72%
+3.1%
Q4 2016$6,965,000
-1.5%
57,321
-2.5%
3.61%
-26.2%
Q3 2016$7,073,000
+14.8%
58,763
+2.2%
4.88%
+1.0%
Q2 2016$6,160,000
-45.3%
57,525
-44.4%
4.84%
-38.1%
Q1 2016$11,266,000
+119.6%
103,396
+118.2%
7.81%
+127.0%
Q4 2015$5,130,000
-2.3%
47,376
-4.2%
3.44%
-9.3%
Q2 2015$5,251,000
+6.8%
49,429
+7.1%
3.80%
+2.8%
Q1 2015$4,917,000
+12.7%
46,162
+10.6%
3.69%
+8.8%
Q4 2014$4,361,00041,7373.39%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
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