CORBETT ROAD CAPITAL MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 756 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
CORBETT ROAD CAPITAL MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$1,432,000
-34.7%
4,386
-16.7%
2.45%
-13.1%
Q1 2022$2,192,000
+5.8%
5,264
+16.4%
2.82%
-20.6%
Q4 2021$2,072,000
+15.2%
4,522
+0.9%
3.55%
+14.0%
Q3 2021$1,799,000
+19.1%
4,483
+18.3%
3.12%
+16.8%
Q2 2021$1,511,000
-22.6%
3,790
-30.4%
2.67%
-8.1%
Q1 2021$1,953,000
-38.8%
5,448
-39.6%
2.90%0.0%
Q4 2020$3,192,000
-1.7%
9,023
-13.4%
2.90%
-5.9%
Q3 2020$3,248,000
+6.2%
10,425
-5.0%
3.09%
+5.3%
Q2 2020$3,057,000
+77.6%
10,971
+35.1%
2.93%
+19.7%
Q1 2020$1,721,000
-16.1%
8,122
-3.1%
2.45%
+21.5%
Q4 2019$2,052,0008,3822.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders