HORIZON FINANCIAL SERVICES, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
HORIZON FINANCIAL SERVICES, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$313,491
-2.7%
709
-15.2%
0.26%
-7.6%
Q1 2023$322,253
+3.5%
836
-14.3%
0.28%
+2.6%
Q4 2022$311,425
-68.5%
975
-69.7%
0.27%
-69.4%
Q3 2022$988,000
-33.2%
3,214
-29.1%
0.88%
-22.9%
Q2 2022$1,479,000
-26.6%
4,531
-6.3%
1.14%
-11.2%
Q1 2022$2,014,000
-99.9%
4,835
-8.3%
1.28%
-12.4%
Q4 2021$2,416,160,000
+102279.7%
5,274
-10.3%
1.47%
-5.6%
Q3 2021$2,360,000
-47.7%
5,882
-48.0%
1.55%
-52.5%
Q2 2021$4,509,000
-62.5%
11,309
-66.3%
3.27%
-69.0%
Q1 2021$12,028,000
+0.5%
33,553
-0.8%
10.54%
-2.8%
Q4 2020$11,963,000
+11.2%
33,814
-2.1%
10.85%
+3.8%
Q3 2020$10,759,00034,54510.45%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders