CAROLINAS WEALTH CONSULTING LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$422,847
+42.0%
1,037
+54.1%
0.10%
+78.0%
Q2 2023$297,841
+14.9%
6730.0%0.06%
+7.3%
Q1 2023$259,258
+117.1%
673
+79.9%
0.06%
+103.7%
Q4 2022$119,424
+3.8%
374
+0.5%
0.03%
-6.9%
Q3 2022$115,000
-5.7%
3720.0%0.03%
-3.3%
Q2 2022$122,000
-21.3%
3720.0%0.03%
-11.8%
Q1 2022$155,000
-8.8%
372
+0.3%
0.03%
-8.1%
Q4 2021$170,000
+14.1%
371
+0.3%
0.04%
+5.7%
Q3 2021$149,000
+1.4%
3700.0%0.04%
+9.4%
Q2 2021$147,000
-53.0%
370
-57.6%
0.03%
-57.9%
Q1 2021$313,000
+1.6%
873
+0.2%
0.08%
-8.4%
Q4 2020$308,000
+13.7%
871
+0.1%
0.08%
-8.8%
Q3 2020$271,000
+12.0%
870
+0.2%
0.09%
-4.2%
Q2 2020$242,000
+31.5%
868
+0.2%
0.10%
-5.0%
Q1 2020$184,0008660.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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