High Note Wealth, LLC - 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
High Note Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$431,081
-6.2%
1,0390.0%0.18%
-4.8%
Q2 2023$459,404
+14.2%
1,039
-0.5%
0.19%
+12.7%
Q1 2023$402,431
+18.0%
1,044
-2.2%
0.17%
+16.1%
Q4 2022$341,130
-0.5%
1,0680.0%0.14%
+4.4%
Q3 2022$343,000
-1.7%
1,0680.0%0.14%
+0.7%
Q2 2022$349,000
-21.4%
1,0680.0%0.14%
-13.4%
Q1 2022$444,000
-13.8%
1,068
-5.1%
0.16%
-9.8%
Q4 2021$515,000
+11.5%
1,125
-2.4%
0.17%
+4.2%
Q3 2021$462,000
+0.7%
1,1530.0%0.17%0.0%
Q2 2021$459,000
+2.5%
1,153
-7.8%
0.17%
-4.0%
Q1 2021$448,000
+1.6%
1,251
+0.2%
0.17%
-7.0%
Q4 2020$441,0001,2480.19%
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