Fingerlakes Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
Fingerlakes Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,281,921
-6.8%
7,910
-0.6%
4.01%
-0.5%
Q2 2023$3,519,595
+14.9%
7,960
+0.1%
4.03%
+5.5%
Q1 2023$3,064,489
+22.3%
7,950
+1.4%
3.82%
+10.8%
Q4 2022$2,505,488
+4.8%
7,844
+0.8%
3.44%
-1.2%
Q3 2022$2,391,000
+2.8%
7,778
+9.3%
3.49%
+9.7%
Q2 2022$2,325,000
-19.2%
7,119
+3.0%
3.18%
-5.5%
Q1 2022$2,878,000
-8.4%
6,910
+1.0%
3.36%
-4.9%
Q4 2021$3,142,0006,8413.54%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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