Security National Bank - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Security National Bank ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$322,764
-6.5%
7810.0%0.09%
+3.4%
Q2 2023$345,327
+14.7%
7810.0%0.09%
+10.0%
Q1 2023$301,052
+20.7%
7810.0%0.08%
+19.4%
Q4 2022$249,459
+3.9%
7810.0%0.07%0.0%
Q3 2022$240,000
-26.6%
781
-21.9%
0.07%
-26.4%
Q2 2022$327,000
-21.4%
1,0000.0%0.09%
-4.2%
Q1 2022$416,000
-9.2%
1,0000.0%0.10%
-8.7%
Q4 2021$458,000
+14.2%
1,0000.0%0.10%
+3.0%
Q3 2021$401,000
+0.5%
1,0000.0%0.10%
-3.8%
Q2 2021$399,000
+11.5%
1,0000.0%0.10%0.0%
Q1 2021$358,000
+1.4%
1,0000.0%0.10%
-6.2%
Q4 2020$353,000
-31.3%
1,000
-39.4%
0.11%
-37.4%
Q3 2020$514,000
+11.7%
1,6500.0%0.18%
-5.8%
Q2 2020$460,000
+31.4%
1,6500.0%0.19%
+3.3%
Q1 2020$350,000
-13.4%
1,6500.0%0.18%
+2.2%
Q4 2019$404,000
+13.5%
1,6500.0%0.18%
+7.1%
Q3 2019$356,000
+2.3%
1,6500.0%0.17%
-2.3%
Q2 2019$348,000
+5.1%
1,6500.0%0.17%0.0%
Q1 2019$331,000
+20.4%
1,6500.0%0.17%
+0.6%
Q4 2018$275,0001,6500.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders