Houlihan Financial Resource Group, Ltd. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Houlihan Financial Resource Group, Ltd. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,083
-97.0%
5,067
-97.1%
1.12%
-48.3%
Q2 2023$69,324
+3449.6%
172,327
+3301.6%
2.16%
+102.3%
Q1 2023$1,953
+15.6%
5,0660.0%1.06%
+9.3%
Q4 2022$1,689
-99.9%
5,066
-3.8%
0.97%
-5.6%
Q3 2022$1,695,000
-13.2%
5,265
-12.3%
1.03%
-8.4%
Q3 2020$1,952,000
+39.5%
6,001
-9.1%
1.13%
-7.4%
Q1 2020$1,399,000
-13.4%
6,600
+0.0%
1.22%
+16.3%
Q4 2019$1,616,0006,5991.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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