N.E.W. Advisory Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,454,795
-6.3%
8,327
-0.1%
0.49%
-4.5%
Q2 2023$3,685,260
+13.1%
8,335
-1.4%
0.51%
+8.4%
Q1 2023$3,259,409
+19.6%
8,456
-0.9%
0.47%
+11.3%
Q4 2022$2,724,765
-0.4%
8,531
-4.1%
0.43%
-13.9%
Q3 2022$2,735,000
-5.7%
8,899
+0.2%
0.50%
-2.4%
Q2 2022$2,901,000
+9.5%
8,882
+20.0%
0.51%
+1.0%
Q1 2022$2,649,000
-28.2%
7,401
-8.1%
0.50%
-9.9%
Q4 2021$3,688,000
+15.9%
8,049
+1.5%
0.56%
+7.3%
Q3 2021$3,183,000
-0.7%
7,932
-1.4%
0.52%
-3.4%
Q2 2021$3,207,000
+18.4%
8,044
+8.7%
0.54%
+5.7%
Q1 2021$2,708,000
-3.4%
7,401
-6.7%
0.51%
-13.9%
Q4 2020$2,804,000
-3.6%
7,933
-15.0%
0.59%
-28.2%
Q3 2020$2,909,000
+13.4%
9,333
+1.4%
0.82%
+3.0%
Q2 2020$2,565,000
+57.2%
9,204
+38.3%
0.80%
+50.9%
Q4 2019$1,632,0006,6570.53%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
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