Doyle Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 470 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 1.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Doyle Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$864,000
-26.2%
2,811
-21.5%
0.07%
-21.3%
Q2 2022$1,170,000
-21.6%
3,583
+0.0%
0.09%
-13.0%
Q1 2022$1,492,000
-9.8%
3,582
-0.9%
0.11%
-9.2%
Q4 2021$1,655,000
+12.4%
3,613
-1.6%
0.12%
+1.7%
Q3 2021$1,473,000
+0.8%
3,671
+0.2%
0.12%
-3.3%
Q2 2021$1,461,000
+10.1%
3,664
-1.0%
0.12%
-4.7%
Q1 2021$1,327,000
-1.6%
3,701
-2.9%
0.13%
-7.3%
Q4 2020$1,349,000
+14.7%
3,813
+1.0%
0.14%0.0%
Q3 2020$1,176,000
+11.8%
3,775
+0.1%
0.14%
-1.4%
Q2 2020$1,052,000
+34.0%
3,773
+1.8%
0.14%
+11.2%
Q1 2020$785,000
-13.3%
3,705
+0.2%
0.12%
+10.6%
Q4 2019$905,000
+6.6%
3,696
-6.2%
0.11%
-3.4%
Q3 2019$849,000
+1.6%
3,939
-0.6%
0.12%
+0.9%
Q2 2019$836,000
+2.2%
3,964
+0.1%
0.12%
-2.5%
Q1 2019$818,000
+41.8%
3,960
+14.6%
0.12%
+22.7%
Q4 2018$577,000
-26.6%
3,456
-11.0%
0.10%
-20.5%
Q3 2018$786,000
+15.8%
3,882
+3.7%
0.12%
+8.9%
Q2 2018$679,000
+5.4%
3,743
-0.7%
0.11%
+3.7%
Q1 2018$644,000
+4.2%
3,768
+0.5%
0.11%
+3.8%
Q4 2017$618,000
+8.6%
3,750
+0.1%
0.10%
+4.0%
Q3 2017$569,000
+14.0%
3,745
+5.7%
0.10%
+8.7%
Q2 2017$499,000
+5.7%
3,543
+1.8%
0.09%
-4.2%
Q1 2017$472,0003,4820.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders