Bedel Financial Consulting, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 610 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bedel Financial Consulting, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$361,245
+16.6%
817
+1.6%
0.08%0.0%
Q1 2023$309,918
+20.7%
8040.0%0.08%
+17.2%
Q4 2022$256,806
+1.5%
8040.0%0.06%
-4.5%
Q3 2022$253,000
-3.8%
8040.0%0.07%
-13.0%
Q2 2022$263,000
-21.5%
8040.0%0.08%
-26.7%
Q1 2022$335,000
-10.7%
804
-1.8%
0.10%
-10.3%
Q4 2021$375,000
+12.6%
819
-1.4%
0.12%
+2.6%
Q3 2021$333,000
+3.7%
831
+3.4%
0.11%
+1.8%
Q2 2021$321,000
+11.5%
8040.0%0.11%
+0.9%
Q1 2021$288,000
+1.4%
8040.0%0.11%
-11.9%
Q4 2020$284,000
-6.3%
804
-17.5%
0.13%
-16.6%
Q3 2020$303,000
+11.8%
9740.0%0.15%
+3.4%
Q2 2020$271,000
+31.6%
9740.0%0.15%
+7.4%
Q1 2020$206,000
-13.4%
9740.0%0.14%
+0.7%
Q4 2019$238,000
+13.3%
9740.0%0.14%
+7.1%
Q3 2019$210,000
+2.4%
9740.0%0.13%
+0.8%
Q2 2019$205,000
+5.1%
9740.0%0.12%
+0.8%
Q1 2019$195,000
+20.4%
9740.0%0.12%
+6.0%
Q4 2018$162,000
-13.4%
9740.0%0.12%
-6.4%
Q3 2018$187,000
+5.6%
9740.0%0.12%
-3.8%
Q2 2018$177,000
+6.0%
9740.0%0.13%
+2.4%
Q1 2018$167,0009740.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2019
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