HCR Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$346,856
-42.6%
836
-38.8%
0.08%
-32.1%
Q2 2023$603,991
+14.7%
1,3660.0%0.11%
+7.7%
Q1 2023$526,552
-87.0%
1,366
-89.2%
0.10%
-87.8%
Q4 2022$4,058,104
-6.6%
12,705
-9.9%
0.85%
-7.7%
Q3 2022$4,343,000
-14.3%
14,099
-9.2%
0.92%
-9.2%
Q2 2022$5,069,000
-23.7%
15,523
-2.7%
1.02%
-6.4%
Q1 2022$6,642,000
-9.5%
15,948
-0.4%
1.09%
-4.6%
Q4 2021$7,340,000
+77.5%
16,020
+55.4%
1.14%
+64.9%
Q3 2021$4,136,00010,3060.69%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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