Steward Financial Group LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Steward Financial Group LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$232
+38.9%
561
+48.4%
0.07%
+39.6%
Q2 2023$167
+15.2%
3780.0%0.05%
+10.4%
Q1 2023$145
+20.8%
3780.0%0.05%
-20.0%
Q4 2022$120
-99.8%
378
+82.6%
0.06%
+7.1%
Q2 2022$67,000
-22.1%
2070.0%0.06%
-27.3%
Q1 2022$86,000
-8.5%
2070.0%0.08%
-11.5%
Q4 2021$94,0002070.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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