MBL Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
MBL Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$980,411
-6.2%
2,3630.0%0.14%
-6.1%
Q2 2023$1,044,679
+17.0%
2,363
+2.0%
0.15%
+5.0%
Q1 2023$893,007
+121563.1%
2,317
+0.8%
0.14%0.0%
Q4 2022$734
+4.0%
2,298
+0.0%
0.14%
-7.9%
Q3 2022$706
-5.9%
2,2970.0%0.15%
-18.7%
Q2 2022$750
-99.9%
2,2970.0%0.19%
-20.1%
Q1 2022$957,000
+16.3%
2,297
+0.1%
0.23%
-18.5%
Q1 2021$823,000
+1.4%
2,2950.0%0.29%
-10.9%
Q4 2020$812,0002,2950.32%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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