Bernardo Wealth Planning LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 622 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$906,000
+13.4%
2,563
-0.2%
0.35%
-2.8%
Q3 2020$799,000
+83.3%
2,567
+63.8%
0.36%
+53.4%
Q2 2020$436,000
+26.7%
1,567
-3.7%
0.23%
-2.1%
Q1 2020$344,000
-14.0%
1,628
-0.4%
0.24%
-1.6%
Q4 2019$400,000
+6.7%
1,634
-6.1%
0.24%
-10.7%
Q3 2019$375,0000.0%1,741
-2.1%
0.27%
-7.5%
Q2 2019$375,000
+3.9%
1,778
-1.1%
0.29%
+2.8%
Q1 2019$361,000
+19.5%
1,798
-0.6%
0.29%
+7.1%
Q4 2018$302,0001,8090.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders