Cerro Pacific Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Cerro Pacific Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$253,337
+13.8%
657
-5.7%
0.14%
+18.6%
Q4 2022$222,697
+7.6%
697
+3.7%
0.12%
-6.3%
Q3 2022$207,000
-5.9%
6720.0%0.13%
-8.7%
Q2 2022$220,000
-21.4%
6720.0%0.14%
-19.3%
Q1 2022$280,000
-1.1%
672
+8.7%
0.17%
-4.5%
Q4 2021$283,000
+14.1%
6180.0%0.18%0.0%
Q3 2021$248,000
+0.8%
6180.0%0.18%
-2.2%
Q2 2021$246,000
-33.3%
618
-40.7%
0.18%
-16.8%
Q4 2020$369,0001,0430.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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