Newbridge Financial Services Group, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$121,452
-6.0%
293
+0.3%
0.06%
-3.2%
Q2 2023$129,266
+14.7%
2920.0%0.06%
+5.0%
Q1 2023$112,693
+20.9%
2920.0%0.06%
+11.1%
Q4 2022$93,220
-5.8%
292
-9.0%
0.05%
-6.9%
Q3 2022$99,000
-5.7%
3210.0%0.06%
-10.8%
Q2 2022$105,000
-21.1%
321
+0.3%
0.06%0.0%
Q1 2022$133,000
-82.2%
320
-80.4%
0.06%
-81.6%
Q4 2021$748,000
+16.0%
1,633
+1.6%
0.35%
-12.4%
Q3 2021$645,000
-1.1%
1,607
-1.8%
0.40%
+1.0%
Q2 2021$652,000
+11.3%
1,6360.0%0.40%
-7.4%
Q1 2021$586,000
-18.3%
1,636
-19.2%
0.43%
-26.9%
Q4 2020$717,000
+3.5%
2,025
-9.0%
0.59%
-13.6%
Q3 2020$693,0002,2260.68%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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