PRW Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$887,212
+10.3%
2,192
+4.8%
0.34%
+7.6%
Q1 2023$804,081
+93.8%
2,092
+55.0%
0.31%
+58.6%
Q3 2022$415,000
-55.6%
1,350
-52.8%
0.20%
-63.9%
Q2 2022$935,000
+59.3%
2,863
+102.9%
0.55%
+111.2%
Q1 2022$587,000
-9.8%
1,411
-0.8%
0.26%
-14.2%
Q4 2021$651,000
+19.2%
1,423
+4.6%
0.30%
+11.0%
Q3 2021$546,000
+87.6%
1,361
+67.4%
0.27%
+90.9%
Q1 2021$291,000
+1.0%
8130.0%0.14%
-11.7%
Q4 2020$288,000
+13.8%
8130.0%0.16%
-10.5%
Q3 2020$253,000
+11.5%
8130.0%0.18%0.0%
Q2 2020$227,000
+100.9%
813
+44.4%
0.18%
+72.4%
Q1 2019$113,000
+20.2%
5630.0%0.10%
-10.3%
Q4 2018$94,0005630.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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