Gladstone Institutional Advisory LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 603 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,911,529
-20.1%
11,838
-14.8%
0.32%
-15.2%
Q2 2023$6,145,432
+11.7%
13,899
-2.7%
0.38%
+5.3%
Q1 2023$5,504,122
+19.2%
14,279
-1.2%
0.36%
+9.2%
Q4 2022$4,616,976
+104097.2%
14,455
+0.3%
0.33%
-5.8%
Q3 2022$4,431
-8.5%
14,416
-2.8%
0.35%
-9.7%
Q2 2022$4,843
-21.7%
14,832
-0.1%
0.38%
-8.4%
Q1 2022$6,185
-12.0%
14,851
-3.1%
0.42%
-23.2%
Q4 2021$7,025
+201.0%
15,333
+163.6%
0.54%
+138.6%
Q3 2021$2,334
+35.4%
5,816
+34.5%
0.23%
+11.2%
Q2 2021$1,724
+69.2%
4,323
+52.1%
0.20%
+29.7%
Q1 2021$1,019
+50.5%
2,843
+48.6%
0.16%
+17.0%
Q4 2020$677
+7.1%
1,913
-5.8%
0.14%
-10.6%
Q3 2020$632
-99.9%
2,030
-7.1%
0.15%
-2.6%
Q2 2020$609,000
-4.4%
2,185
-27.3%
0.16%
-5.5%
Q1 2020$637,000
-6.0%
3,006
+8.5%
0.16%
-1.2%
Q4 2019$678,000
+2.1%
2,771
-10.0%
0.17%
-1.8%
Q3 2019$664,000
+8.7%
3,080
+6.3%
0.17%
-9.1%
Q2 2019$611,000
+55.5%
2,897
+48.0%
0.19%
+29.2%
Q1 2019$393,000
-14.9%
1,958
-29.2%
0.14%
-46.5%
Q4 2018$462,0002,7670.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
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