BlackDiamond Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$311,253
-11.0%
769
-0.3%
0.28%
-4.7%
Q2 2023$349,674
+17.8%
771
-4.3%
0.30%
-3.0%
Q1 2023$296,943
+12.3%
806
-0.6%
0.30%
+1.3%
Q4 2022$264,518
-1.3%
811
+0.2%
0.30%
-7.1%
Q3 2022$268,000
-8.2%
809
-1.9%
0.32%
-11.3%
Q2 2022$292,000
-14.9%
825
+0.1%
0.36%
-11.0%
Q1 2022$343,000
-18.3%
824
-10.0%
0.41%
-15.1%
Q4 2021$420,0009160.48%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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