Paragon Wealth Strategies, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$473,000
-18.0%
1,136
-9.8%
0.12%
-10.8%
Q4 2021$577,000
+7.2%
1,260
-6.0%
0.14%
-2.8%
Q3 2021$538,000
-9.3%
1,341
-9.8%
0.14%
-11.7%
Q2 2021$593,000
+38.2%
1,486
+24.1%
0.16%
+24.6%
Q1 2021$429,000
-5.5%
1,197
-6.6%
0.13%
-16.7%
Q4 2020$454,000
+63.3%
1,282
+43.6%
0.16%
+25.8%
Q3 2020$278,000
-16.3%
893
-25.0%
0.12%
-34.0%
Q2 2020$332,0001,1910.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders