Berman Capital Advisors, LLC - 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
Berman Capital Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2020$41,000
-30.5%
150
-58.2%
0.01%
-52.2%
Q4 2018$59,000
-70.8%
359
-70.7%
0.02%
-65.7%
Q4 2017$202,0001,2240.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 135,603$48,612,00018.72%
NORTHSTAR ASSET MANAGEMENT Co LLC 118,204$42,375,00012.06%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 35,668$12,781,00011.50%
Curtis Advisory Group, LLC 69,130$24,782,00010.98%
MONUMENTAL FINANCIAL GROUP INC. 31,801$11,400,00010.88%
Elwood & Goetz Wealth Advisory Group, LLC 72,610$26,030,00010.80%
HORIZON FINANCIAL SERVICES, LLC 33,553$12,028,00010.54%
Annex Advisory Services, LLC 283,404$101,597,0009.78%
TRUST CO OF OKLAHOMA 75,444$27,045,919,0009.72%
Madden Advisory Services, Inc. 31,283$11,215,0008.78%
View complete list of VANGUARD WORLD FDS shareholders