YorkBridge Wealth Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$367,960
-7.8%
1,152
-11.2%
0.09%
-9.7%
Q3 2022$399,000
-2.4%
1,297
+3.4%
0.10%
-3.7%
Q2 2022$409,000
-21.6%
1,2540.0%0.11%
-7.0%
Q1 2022$522,000
-10.2%
1,254
-1.2%
0.12%
-11.5%
Q4 2021$581,000
+14.1%
1,2690.0%0.13%
+1.6%
Q3 2021$509,000
+3.9%
1,269
+3.3%
0.13%0.0%
Q2 2021$490,000
+12.6%
1,229
+1.2%
0.13%
-0.8%
Q1 2021$435,000
+1.2%
1,2140.0%0.13%
-10.4%
Q4 2020$430,000
+1.2%
1,214
-11.0%
0.14%
-19.6%
Q3 2020$425,000
+4.7%
1,364
-6.3%
0.18%
-3.8%
Q2 2020$406,000
+31.8%
1,4550.0%0.19%
-1.6%
Q1 2020$308,000
-16.1%
1,455
-3.0%
0.19%
+12.5%
Q4 2019$367,000
+13.6%
1,5000.0%0.17%
+3.1%
Q3 2019$323,000
+0.3%
1,500
-1.6%
0.16%
+14.0%
Q2 2019$322,000
+5.2%
1,5250.0%0.14%
+1.4%
Q1 2019$306,000
+9.3%
1,525
-9.0%
0.14%
-4.7%
Q4 2018$280,000
-22.2%
1,676
-5.6%
0.15%
-10.3%
Q3 2018$360,000
+11.8%
1,7760.0%0.16%
+17.0%
Q2 2018$322,000
+4.2%
1,7760.0%0.14%
-0.7%
Q1 2018$309,000
+5.1%
1,7760.0%0.14%0.0%
Q4 2017$294,000
+8.9%
1,7760.0%0.14%
+1.4%
Q3 2017$270,000
+37.1%
1,776
+26.0%
0.14%
+33.3%
Q2 2017$197,000
-0.5%
1,4100.0%0.10%
+1.0%
Q1 2017$198,000
+15.8%
1,4100.0%0.10%
+3.0%
Q4 2016$171,0001,4100.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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