Baron Financial Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Baron Financial Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$279,228
-6.2%
6730.0%0.18%
-1.6%
Q2 2023$297,574
+13.0%
673
-1.5%
0.18%
+10.2%
Q1 2023$263,277
-1.2%
683
-18.1%
0.17%
-5.6%
Q4 2022$266,498
+15.9%
834
+11.5%
0.18%
+14.2%
Q3 2022$230,000
-99.9%
7480.0%0.16%
-3.7%
Q2 2022$244,259,000
-21.6%
7480.0%0.16%
-11.0%
Q1 2022$311,527,000
-0.4%
748
+9.5%
0.18%
+2.3%
Q4 2021$312,930,000
+14.2%
6830.0%0.18%
+6.6%
Q3 2021$274,081,000
+0.6%
6830.0%0.17%
-1.8%
Q2 2021$272,360,000
+0.5%
683
-9.7%
0.17%
-9.6%
Q1 2021$271,018,000
+14.7%
756
+13.2%
0.19%
-1.1%
Q4 2020$236,332,000
+13.6%
6680.0%0.19%
-3.6%
Q3 2020$208,049,0006680.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders