Golden State Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 603 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$409,000
-13.3%
981
-4.7%
0.08%
-1.2%
Q4 2021$472,000
+9.0%
1,029
-4.6%
0.08%
-13.8%
Q3 2021$433,000
-1.6%
1,079
-2.3%
0.09%
-3.1%
Q2 2021$440,000
+450.0%
1,104
+190.5%
0.10%
+177.1%
Q1 2020$80,000
-60.8%
380
-60.0%
0.04%
-47.8%
Q3 2019$204,000
-47.8%
949
-48.9%
0.07%
-46.0%
Q2 2019$391,000
+4.8%
1,8580.0%0.12%
-0.8%
Q1 2019$373,0001,8580.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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