Strategic Wealth Investment Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Strategic Wealth Investment Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,317,176
-6.9%
3,175
-0.8%
0.24%
+6.7%
Q2 2023$1,414,520
+21.5%
3,199
+5.9%
0.22%
+3.7%
Q1 2023$1,164,139
+38.3%
3,020
+19.5%
0.22%
+10.8%
Q4 2022$841,655
+18.4%
2,527
+9.3%
0.20%
-4.4%
Q3 2022$711,000
+8.1%
2,313
+14.8%
0.20%
+23.6%
Q2 2022$658,000
-41.5%
2,015
-25.4%
0.16%
-38.4%
Q1 2022$1,125,000
-2.4%
2,701
+7.3%
0.27%
-10.7%
Q4 2021$1,153,000
+23.4%
2,518
+8.4%
0.30%
+7.5%
Q3 2021$934,000
+29.5%
2,322
+28.4%
0.28%
+9.0%
Q2 2021$721,000
+21.4%
1,808
+9.1%
0.26%
-10.2%
Q1 2021$594,000
-4.2%
1,657
-5.4%
0.28%
-21.5%
Q4 2020$620,000
+31.1%
1,752
+15.3%
0.36%
+2.0%
Q3 2020$473,000
+22.9%
1,520
+10.0%
0.36%
-5.6%
Q2 2020$385,0001,3820.38%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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