HARVEST GROUP WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
HARVEST GROUP WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$399,347
+6.8%
1,036
-11.5%
0.25%
+0.8%
Q4 2022$374,029
-31.9%
1,171
-31.7%
0.25%
-32.6%
Q3 2022$549,000
-15.0%
1,714
-3.3%
0.36%
-8.3%
Q2 2022$646,000
-13.1%
1,773
-0.6%
0.40%
-5.7%
Q1 2022$743,000
-37.3%
1,784
-31.0%
0.42%
-36.5%
Q4 2021$1,185,000
+12.1%
2,586
-1.8%
0.66%
+7.1%
Q3 2021$1,057,000
-5.5%
2,633
-6.2%
0.62%
-6.9%
Q2 2021$1,119,000
-34.6%
2,807
-36.3%
0.67%
-37.8%
Q1 2021$1,710,000
-73.7%
4,407
-76.0%
1.07%
-72.3%
Q4 2020$6,500,000
+4.4%
18,372
-8.1%
3.88%
-10.2%
Q3 2020$6,228,000
-4.6%
19,996
-14.6%
4.32%
-20.9%
Q2 2020$6,527,000
-6.1%
23,419
-28.6%
5.46%
-22.1%
Q1 2020$6,954,00032,8207.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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