CFS Investment Advisory Services, 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
CFS Investment Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$336
+17.1%
810
+24.8%
0.05%
+45.9%
Q2 2023$287
+7.9%
649
-6.1%
0.04%
-22.9%
Q1 2023$266
-100.0%
691
-99.9%
0.05%
-71.4%
Q3 2022$732,000
+41.3%
464,097
+29143.7%
0.17%
+112.7%
Q2 2022$518,000
-22.6%
1,587
-99.7%
0.08%
-97.3%
Q1 2022$669,000
+9.9%
614,505
+42514.8%
2.91%
+3450.0%
Q4 2021$609,000
-1.1%
1,442
-6.1%
0.08%
-2.4%
Q3 2021$616,0001,5350.08%
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