Edge Capital Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$11,593,551
-13.6%
27,943
-7.9%
0.75%
-2.5%
Q2 2023$13,418,672
+13.4%
30,348
-1.1%
0.77%
+5.8%
Q1 2023$11,832,645
+25.5%
30,697
+4.0%
0.73%
+10.8%
Q4 2022$9,429,116
+33.5%
29,520
+28.5%
0.66%
+13.3%
Q3 2022$7,061,000
+163.7%
22,973
+180.2%
0.58%
+151.5%
Q2 2022$2,678,000
+34.8%
8,199
+71.9%
0.23%
+69.9%
Q1 2022$1,986,000
-8.5%
4,769
+0.7%
0.14%
-11.7%
Q4 2021$2,170,000
+14.2%
4,7350.0%0.15%
+2.0%
Q3 2021$1,900,000
+0.6%
4,7350.0%0.15%0.0%
Q2 2021$1,888,000
-14.2%
4,735
-22.8%
0.15%
-17.9%
Q1 2021$2,200,000
-21.5%
6,137
-22.6%
0.18%
-22.0%
Q4 2020$2,804,000
+26.4%
7,927
+11.3%
0.24%
+6.3%
Q3 2020$2,218,000
-17.9%
7,122
-26.6%
0.22%
-21.6%
Q2 2020$2,703,000
+31.2%
9,698
-0.3%
0.28%
+15.0%
Q1 2020$2,060,000
-14.2%
9,723
-0.9%
0.25%
+5.1%
Q4 2019$2,402,000
+13.6%
9,8120.0%0.23%
+9.3%
Q3 2019$2,115,000
+1.9%
9,812
-0.3%
0.21%
+7.5%
Q2 2019$2,075,000
-19.2%
9,837
-23.2%
0.20%
-21.3%
Q1 2019$2,569,000
+0.4%
12,807
-16.6%
0.25%
-9.0%
Q4 2018$2,560,00015,3470.28%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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