HOWARD WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
HOWARD WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$311,590
-9.8%
751
-3.8%
0.29%
-4.0%
Q2 2023$345,327
+13.5%
781
-1.0%
0.30%
+17.7%
Q1 2023$304,136
+18.0%
789
-2.2%
0.25%
+20.4%
Q4 2022$257,764
+8.8%
807
+4.3%
0.21%
+25.6%
Q3 2022$237,000
-24.5%
774
+2.4%
0.17%
-1.8%
Q1 2022$314,000
-7.6%
756
+1.6%
0.17%
-4.5%
Q4 2021$340,000
+18.1%
744
+3.6%
0.18%
+11.2%
Q3 2021$288,000
+0.7%
7180.0%0.16%
+2.5%
Q2 2021$286,000
+16.3%
718
+4.4%
0.16%
+9.0%
Q1 2021$246,000
+10.3%
688
+8.7%
0.14%
+3.6%
Q4 2020$223,000
+395.6%
633
+242.2%
0.14%
+265.8%
Q4 2019$45,0001850.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
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