WMG Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
WMG Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$843,080
+2.1%
2,032
+8.8%
0.72%
+17.8%
Q2 2023$825,953
-0.9%
1,868
+38.4%
0.61%
-12.0%
Q1 2023$833,767
-32.0%
1,350
-64.9%
0.69%
-33.8%
Q4 2022$1,226,830
+12.8%
3,841
+9.3%
1.04%
+6.5%
Q3 2022$1,088,000
+69.2%
3,515
+79.0%
0.98%
+75.9%
Q2 2022$643,000
+104.1%
1,964
+158.8%
0.56%
+140.1%
Q1 2022$315,000
+52.9%
759
+68.3%
0.23%
+44.1%
Q4 2021$206,0004510.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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