MBE Wealth Management, 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
MBE Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$244,308
-6.2%
5890.0%0.14%0.0%
Q2 2023$260,327
+15.5%
589
+0.7%
0.14%
+5.3%
Q1 2023$225,409
-4.9%
585
+2.8%
0.13%
-5.7%
Q1 2022$237,000
-12.2%
569
-3.6%
0.14%
+1.4%
Q4 2021$270,000
+13.9%
5900.0%0.14%
+14.9%
Q3 2021$237,000
-0.4%
590
-1.2%
0.12%
-1.6%
Q2 2021$238,000
+14.4%
597
+2.9%
0.12%
+8.8%
Q1 2021$208,000
-23.8%
580
-25.0%
0.11%
-38.9%
Q4 2020$273,000
+123.8%
773
+33.3%
0.18%
+59.5%
Q1 2020$122,0005800.12%
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