Newport Wealth Strategies, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 492 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$2,479,000
+1.0%
6,177
+0.3%
1.50%
+5.6%
Q2 2021$2,455,000
+10.0%
6,157
-1.1%
1.42%
+2.4%
Q1 2021$2,232,000
+10.3%
6,226
-4.2%
1.39%
-8.5%
Q4 2020$2,023,000
-1.3%
6,4970.0%1.52%
-0.7%
Q3 2020$2,049,000
+11.5%
6,497
-1.5%
1.53%
-9.0%
Q2 2020$1,838,000
-1.4%
6,596
-17.0%
1.68%
-4.4%
Q1 2020$1,865,000
+38.7%
7,950
+46.3%
1.76%
+79.4%
Q4 2019$1,345,000
-34.2%
5,434
-42.7%
0.98%
-47.5%
Q3 2019$2,043,000
-39.0%
9,477
-38.5%
1.86%
-39.6%
Q2 2019$3,351,000
+2.3%
15,421
-3.1%
3.08%
-6.5%
Q1 2019$3,275,000
+24.3%
15,916
+2.1%
3.30%
-8.8%
Q4 2018$2,635,000
-54.6%
15,586
-50.2%
3.62%
-51.2%
Q3 2018$5,805,000
+3.5%
31,315
+1.3%
7.40%
+14.1%
Q2 2018$5,608,000
+13.8%
30,916
+7.3%
6.49%
+68.5%
Q1 2018$4,926,000
+42.5%
28,808
+47.6%
3.85%
+55.6%
Q4 2017$3,458,00019,5182.48%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
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