Mutual Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 617 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$979,103
-10.5%
2,360
-4.6%
0.04%
-9.5%
Q2 2023$1,093,676
+12.3%
2,473
-2.1%
0.04%
+5.0%
Q1 2023$973,895
-17.4%
2,527
-31.5%
0.04%
-24.5%
Q4 2022$1,179,092
+11.6%
3,691
+7.3%
0.05%
-1.9%
Q3 2022$1,057,000
+1.3%
3,440
+7.7%
0.05%
-21.7%
Q2 2022$1,043,000
+11.4%
3,194
+42.1%
0.07%
+32.7%
Q1 2022$936,000
-22.2%
2,248
-14.4%
0.05%
-18.8%
Q4 2021$1,203,000
+18.6%
2,627
+4.0%
0.06%
+6.7%
Q3 2021$1,014,000
+1.8%
2,526
+1.1%
0.06%
+1.7%
Q2 2021$996,000
+15.3%
2,498
+3.7%
0.06%0.0%
Q1 2021$864,000
-7.4%
2,410
-8.6%
0.06%
-14.5%
Q4 2020$933,000
+18.7%
2,637
+4.5%
0.07%
+1.5%
Q3 2020$786,000
+17.1%
2,523
+4.8%
0.07%
+3.0%
Q2 2020$671,000
+46.2%
2,408
+11.2%
0.07%
+6.5%
Q1 2020$459,000
-14.5%
2,165
-1.3%
0.06%
+8.8%
Q4 2019$537,000
+69.4%
2,193
+49.1%
0.06%
+35.7%
Q3 2019$317,000
+1.6%
1,471
-0.5%
0.04%
+2.4%
Q2 2019$312,000
+13.0%
1,478
+7.3%
0.04%0.0%
Q1 2019$276,000
+34.0%
1,378
+11.8%
0.04%0.0%
Q4 2018$206,000
-38.0%
1,233
-24.7%
0.04%
-18.0%
Q3 2018$332,000
+10.3%
1,637
-1.3%
0.05%
-27.5%
Q2 2018$301,000
+7.5%
1,659
+1.2%
0.07%
-2.8%
Q1 2018$280,000
-23.3%
1,639
-26.1%
0.07%
-48.6%
Q4 2017$365,0002,2170.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
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