IBEX WEALTH ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 360 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.21 and the average weighting 0.5%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$1,772,000
-16.0%
4,254
-7.6%
0.34%
-9.1%
Q4 2021$2,109,000
+27.0%
4,603
+11.2%
0.37%
+16.6%
Q3 2021$1,661,000
+5.0%
4,140
+4.4%
0.32%
+1.3%
Q2 2021$1,582,000
+1902.5%
3,966
+957.6%
0.32%
+1273.9%
Q2 2019$79,000
-43.6%
375
-66.3%
0.02%
-65.7%
Q4 2016$140,0001,1120.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders