Total Wealth Planning, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$214,000
-35.3%
514
-37.7%
0.06%
-51.7%
Q3 2021$331,000
+0.6%
8250.0%0.12%
-7.0%
Q2 2021$329,000
-2.7%
825
-12.6%
0.13%
-9.8%
Q1 2021$338,000
+1.2%
9440.0%0.14%
-7.1%
Q4 2020$334,0009440.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders