Lehman & Derafelo Financial Resources LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 742 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$224,000
-5.5%
7270.0%0.07%
-2.7%
Q2 2022$237,000
-21.8%
7270.0%0.07%
-13.1%
Q1 2022$303,000
-9.0%
7270.0%0.08%
-16.8%
Q4 2021$333,000
+14.0%
7270.0%0.10%
+6.3%
Q3 2021$292,000
+11.0%
727
+10.2%
0.10%
+31.9%
Q2 2021$263,000
+11.0%
6600.0%0.07%
+7.5%
Q1 2021$237,000
+1.3%
6600.0%0.07%
-4.3%
Q4 2020$234,000
+13.6%
6600.0%0.07%
+6.1%
Q3 2020$206,000
+12.0%
6600.0%0.07%
+3.1%
Q2 2020$184,000
+16.5%
660
+2.3%
0.06%
+12.3%
Q4 2019$158,000
+13.7%
6450.0%0.06%
+7.5%
Q3 2019$139,0006450.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders