HCR Wealth Advisors - 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
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 Q2 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 133,321$41,523,00018.90%
NORTHSTAR ASSET MANAGEMENT Co LLC 149,149$46,452,00014.83%
Curtis Advisory Group, LLC 69,130$21,531,00012.70%
Annex Advisory Services, LLC 312,610$97,362,00012.41%
MFA WEALTH ADVISORS, LLC 35,752$11,135,00011.83%
Elwood & Goetz Wealth Advisory Group, LLC 67,683$21,080,00011.36%
HORIZON FINANCIAL SERVICES, LLC 34,545$10,759,00010.45%
TRUST CO OF OKLAHOMA 79,004$24,605,796,00010.13%
Tatro Capital, LLC 27,217$8,477,0009.69%
Madden Advisory Services, Inc. 31,414$9,783,0009.32%
View complete list of VANGUARD WORLD FDS shareholders