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 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