Independent Wealth Network 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
Independent Wealth Network Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$305,867
-32.1%
737
-27.7%
0.19%
-30.6%
Q2 2023$450,630
+13.2%
1,019
-1.4%
0.27%
+6.3%
Q1 2023$398,251
+14.6%
1,033
-5.1%
0.26%
+7.1%
Q4 2022$347,546
-1.3%
1,088
-5.1%
0.24%
-13.5%
Q3 2022$352,000
+0.3%
1,146
+6.7%
0.28%
+8.7%
Q2 2022$351,000
-31.0%
1,074
-12.0%
0.25%
-21.7%
Q1 2022$509,000
+28.9%
1,221
+41.5%
0.32%
+32.9%
Q4 2021$395,000
+6.2%
863
+2.1%
0.24%0.0%
Q3 2021$372,0008450.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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