Mascoma Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$219,897
-4.0%
5300.0%0.07%
-1.4%
Q2 2023$229,013
-2.3%
530
-13.1%
0.07%
+1.4%
Q1 2023$234,460
+8.9%
610
-9.5%
0.07%
+1.5%
Q4 2022$215,282
+4.0%
6740.0%0.07%
-5.6%
Q3 2022$207,000
-8.4%
674
-2.6%
0.07%
-6.5%
Q2 2022$226,000
-29.8%
692
-10.6%
0.08%
-24.5%
Q1 2022$322,000
-32.6%
774
-25.9%
0.10%
-38.2%
Q4 2021$478,000
+15.7%
1,044
+1.6%
0.16%
+3.1%
Q3 2021$413,000
+69.3%
1,028
+68.0%
0.16%
+53.8%
Q2 2021$244,000
+14.6%
612
+3.2%
0.10%
+13.0%
Q1 2021$213,000
-50.6%
593
-51.3%
0.09%
-57.4%
Q4 2020$431,000
+146.3%
1,218
+46.7%
0.22%
+96.4%
Q2 2019$175,000
+4.8%
8300.0%0.11%
-1.8%
Q1 2019$167,000
+21.0%
8300.0%0.11%
+6.7%
Q4 2018$138,000
-17.9%
8300.0%0.10%
-5.4%
Q3 2018$168,000
+11.3%
8300.0%0.11%
+4.7%
Q2 2018$151,000
+6.3%
8300.0%0.11%
+12.8%
Q1 2018$142,000
-0.7%
8300.0%0.09%
+6.8%
Q4 2017$143,000
+13.5%
8300.0%0.09%
+4.8%
Q3 2017$126,000
+7.7%
8300.0%0.08%
+6.3%
Q2 2017$117,000
-35.0%
830
-37.6%
0.08%
-38.8%
Q1 2017$180,000
+11.1%
1,3300.0%0.13%
+8.4%
Q4 2016$162,0001,3300.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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