Riverpoint Wealth Management Holdings, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 492 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.

Quarter-by-quarter ownership
Riverpoint Wealth Management Holdings, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$800,194
-12.4%
1,929
-6.6%
0.26%
-9.0%
Q2 2023$913,476
+14.7%
2,0660.0%0.29%
+5.5%
Q1 2023$796,358
+20.7%
2,066
+0.0%
0.28%
+12.7%
Q4 2022$659,520
+4.0%
2,065
+0.1%
0.24%
-9.6%
Q3 2022$634,000
-5.8%
2,0620.0%0.27%
-0.4%
Q2 2022$673,000
-21.6%
2,062
+0.0%
0.27%
-8.8%
Q1 2022$858,000
-4.8%
2,061
+4.8%
0.30%
-2.9%
Q4 2021$901,000
+14.2%
1,967
+0.1%
0.31%
+10.5%
Q3 2021$789,000
+0.6%
1,9650.0%0.28%
+27.6%
Q2 2021$784,000
+11.4%
1,9650.0%0.22%
+1.9%
Q1 2021$704,000
+1.3%
1,965
+0.1%
0.21%
-3.2%
Q4 2020$695,000
+13.7%
1,964
+0.1%
0.22%
-0.9%
Q3 2020$611,000
+11.7%
1,963
+0.1%
0.22%
+4.2%
Q2 2020$547,000
+31.5%
1,962
+0.1%
0.21%
+4.9%
Q1 2020$416,000
-13.3%
1,9610.0%0.20%
+6.8%
Q4 2019$480,000
+13.7%
1,961
+0.1%
0.19%
+1.6%
Q3 2019$422,000
+2.2%
1,9590.0%0.19%
-0.5%
Q2 2019$413,000
+5.1%
1,959
+0.1%
0.19%
-1.1%
Q1 2019$393,000
+20.2%
1,958
+0.1%
0.19%
+4.4%
Q4 2018$327,000
-17.6%
1,957
+0.1%
0.18%
-9.9%
Q3 2018$397,000
+12.1%
1,955
+0.1%
0.20%
+2.5%
Q2 2018$354,000
+9.3%
1,953
+3.0%
0.20%
+0.5%
Q1 2018$324,000
+3.8%
1,896
+0.1%
0.20%
+0.5%
Q4 2017$312,000
+6.5%
1,895
+0.1%
0.20%
+1.6%
Q3 2017$293,000
+8.5%
1,894
+0.1%
0.19%
+1.1%
Q2 2017$270,000
+5.9%
1,893
+0.1%
0.19%
-1.6%
Q1 2017$255,000
+7.6%
1,892
+0.1%
0.19%
+0.5%
Q4 2016$237,0001,8910.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
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