Hillcrest Wealth Advisors - NY, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Hillcrest Wealth Advisors - NY, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,016,505
+80.3%
2,450
+92.2%
0.58%
+73.9%
Q2 2023$563,754
-70.6%
1,275
-74.4%
0.33%
-70.7%
Q1 2023$1,920,412
-27.0%
4,982
-39.5%
1.14%
-27.6%
Q4 2022$2,630,341
+22.6%
8,235
+18.0%
1.57%
+15.5%
Q3 2022$2,145,000
-0.2%
6,977
+6.0%
1.36%
+4.4%
Q2 2022$2,149,000
+21.4%
6,582
+54.0%
1.30%
+33.1%
Q1 2022$1,770,000
-11.2%
4,275
-1.7%
0.98%
-8.6%
Q4 2021$1,993,000
+0.9%
4,350
-11.7%
1.07%
-8.5%
Q3 2021$1,976,000
+13.9%
4,925
+13.2%
1.17%
+11.5%
Q2 2021$1,735,000
+3.4%
4,350
-7.1%
1.05%
+2.7%
Q1 2021$1,678,000
+4.7%
4,680
+3.3%
1.02%
-4.7%
Q4 2020$1,603,000
+20.4%
4,530
+6.0%
1.07%
+13.4%
Q3 2020$1,331,000
+142.0%
4,275
+116.5%
0.95%
+98.7%
Q2 2020$550,000
-55.0%
1,975
-65.8%
0.48%
-61.0%
Q1 2020$1,223,000
+143.6%
5,770
+181.5%
1.22%
+191.9%
Q4 2019$502,000
-10.4%
2,050
-21.2%
0.42%
-13.3%
Q3 2019$560,000
-10.0%
2,600
-11.9%
0.48%
-8.0%
Q2 2019$622,000
-12.0%
2,950
-16.3%
0.52%
-15.5%
Q1 2019$707,000
-47.5%
3,525
-56.3%
0.62%
-50.4%
Q4 2018$1,347,0008,0691.25%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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