Brendel Financial Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Brendel Financial Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$923,000
-31.9%
2,216
-25.1%
0.50%
-28.5%
Q4 2021$1,355,000
+7.2%
2,958
-6.1%
0.70%
-53.4%
Q3 2021$1,264,000
+11.7%
3,151
+11.0%
1.51%
+142.1%
Q2 2021$1,132,000
+28.9%
2,839
+15.9%
0.62%
+6.0%
Q1 2021$878,000
+17.9%
2,450
+16.3%
0.59%
+16.0%
Q4 2020$745,000
+75.3%
2,107
+54.5%
0.51%
+49.1%
Q3 2020$425,000
+17.7%
1,364
+5.4%
0.34%
+9.3%
Q2 2020$361,000
+44.4%
1,294
+9.8%
0.31%
+5.4%
Q1 2020$250,0001,1780.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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