HOWARD FINANCIAL SERVICES, LTD. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
HOWARD FINANCIAL SERVICES, LTD. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$207,093
-19.7%
648
-22.9%
0.05%
-35.7%
Q3 2022$258,000
-14.3%
841
-8.9%
0.08%
-17.6%
Q2 2022$301,000
-13.5%
923
+10.5%
0.10%
-1.0%
Q1 2022$348,000
-8.9%
835
+0.1%
0.10%
-10.4%
Q4 2021$382,000
+9.1%
834
-4.4%
0.12%
-12.2%
Q3 2021$350,000
-7.4%
872
-8.1%
0.13%
-11.5%
Q2 2021$378,000
+5.0%
949
-5.5%
0.15%
-8.6%
Q1 2021$360,000
-29.5%
1,004
-30.5%
0.16%
-39.8%
Q4 2020$511,000
+10.1%
1,444
-3.0%
0.27%
-10.3%
Q3 2020$464,000
-34.7%
1,489
-41.6%
0.30%
-40.6%
Q2 2020$711,000
-16.2%
2,550
-36.2%
0.50%
-32.7%
Q1 2020$848,000
-15.5%
4,000
-2.4%
0.75%
+21.6%
Q4 2019$1,004,000
+13.6%
4,1000.0%0.62%
+5.5%
Q3 2019$884,000
+2.2%
4,1000.0%0.58%
-1.0%
Q2 2019$865,000
+5.1%
4,1000.0%0.59%
+1.2%
Q1 2019$823,000
+20.3%
4,1000.0%0.58%
+11.2%
Q4 2018$684,0004,1000.52%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 135,603$48,612,00018.72%
NORTHSTAR ASSET MANAGEMENT Co LLC 118,204$42,375,00012.06%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 35,668$12,781,00011.50%
Curtis Advisory Group, LLC 69,130$24,782,00010.98%
MONUMENTAL FINANCIAL GROUP INC. 31,801$11,400,00010.88%
Elwood & Goetz Wealth Advisory Group, LLC 72,610$26,030,00010.80%
HORIZON FINANCIAL SERVICES, LLC 33,553$12,028,00010.54%
Annex Advisory Services, LLC 283,404$101,597,0009.78%
TRUST CO OF OKLAHOMA 75,444$27,045,919,0009.72%
Madden Advisory Services, Inc. 31,283$11,215,0008.78%
View complete list of VANGUARD WORLD FDS shareholders