Hennion & Walsh Asset Management, Inc. - 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
Hennion & Walsh Asset Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,109,443
+95541.6%
2,674
+1.9%
0.07%
+2.9%
Q2 2023$1,160
+20.5%
2,623
+5.0%
0.07%
+16.9%
Q1 2023$963
+17.3%
2,498
-2.8%
0.06%
+15.7%
Q4 2022$821
-99.9%
2,571
-0.1%
0.05%
-1.9%
Q3 2022$791,000
-5.9%
2,5740.0%0.05%0.0%
Q2 2022$841,000
-20.5%
2,574
+1.3%
0.05%
-7.1%
Q1 2022$1,058,000
-9.7%
2,541
-0.7%
0.06%
-3.4%
Q4 2021$1,172,000
+14.1%
2,5590.0%0.06%
+7.4%
Q3 2021$1,027,000
+0.7%
2,5590.0%0.05%0.0%
Q2 2021$1,020,000
+18.5%
2,559
+6.5%
0.05%
+3.8%
Q1 2021$861,0002,4020.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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