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 ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders