Rockbridge Investment Management, LCC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$117,000
+14.7%
2550.0%0.02%0.0%
Q3 2021$102,0000.0%2550.0%0.02%0.0%
Q2 2021$102,000
+12.1%
2550.0%0.02%0.0%
Q1 2021$91,000
+1.1%
2550.0%0.02%
-5.6%
Q4 2020$90,000
+13.9%
2550.0%0.02%
-5.3%
Q3 2020$79,000
+11.3%
2550.0%0.02%
+5.6%
Q2 2020$71,0002550.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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