Newport Wealth Strategies, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 515 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.

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 Q2 2018
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