Retirement Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 812 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$62,235
-6.2%
1500.0%0.03%
-7.1%
Q2 2023$66,324
+114251.7%
1500.0%0.03%
+7.7%
Q1 2023$58
+20.8%
1500.0%0.03%
+13.0%
Q4 2022$48
-99.9%
1500.0%0.02%
-37.8%
Q3 2022$46,000
-6.1%
1500.0%0.04%
+85.0%
Q2 2022$49,000
-21.0%
1500.0%0.02%
-16.7%
Q1 2022$62,000
-10.1%
1500.0%0.02%
-20.0%
Q4 2021$69,000
+15.0%
1500.0%0.03%
+7.1%
Q3 2021$60,000
-69.2%
150
-69.3%
0.03%
-70.2%
Q2 2021$195,000
+11.4%
4880.0%0.09%
+19.0%
Q1 2021$175,000
+1.7%
4880.0%0.08%0.0%
Q4 2020$172,000
+13.2%
4880.0%0.08%
-7.1%
Q3 2020$152,000
+11.8%
4880.0%0.08%
+1.2%
Q2 2020$136,000
+14.3%
4880.0%0.08%
+9.1%
Q4 2019$119,0004880.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
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