Concord Wealth Partners - 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
Concord Wealth Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$432,356
-16.0%
1,042
-10.5%
0.09%
-17.1%
Q2 2023$514,696
+13.7%
1,164
-0.9%
0.11%
-13.3%
Q1 2023$452,561
+54.2%
1,174
+27.7%
0.13%
+45.5%
Q4 2022$293,547
+48.3%
919
+51.9%
0.09%
+63.0%
Q2 2022$198,000
-21.1%
605
+0.3%
0.05%
-16.9%
Q1 2022$251,000
-24.2%
603
-16.5%
0.06%
-19.8%
Q4 2021$331,000
+491.1%
722
+419.4%
0.08%
+252.2%
Q3 2021$56,000
-52.9%
139
-53.5%
0.02%
-32.4%
Q2 2021$119,000
-39.0%
299
-45.1%
0.03%
-48.5%
Q1 2021$195,000
+596.4%
545
+581.2%
0.07%
+200.0%
Q4 2020$28,000800.02%
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