One Charles Private Wealth Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$977,090
-10.6%
2,355
-4.8%
0.57%
-10.1%
Q2 2023$1,093,462
+47.7%
2,473
+28.7%
0.64%
+38.0%
Q1 2023$740,488
+38.7%
1,921
+10.5%
0.46%
+29.9%
Q3 2022$534,000
-72.9%
1,738
-70.8%
0.35%
-73.4%
Q2 2022$1,973,000
+324.3%
5,948
+486.6%
1.33%
+405.3%
Q4 2021$465,000
+93.8%
1,014
+69.6%
0.26%
+90.6%
Q3 2021$240,0005980.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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