CAPSTONE WEALTH MANAGEMENT GROUP, LLC - 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
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$705,331
-6.2%
1,7000.0%0.73%
-5.9%
Q2 2023$751,672
+14.7%
1,7000.0%0.78%
+6.9%
Q1 2023$655,299
+20.7%
1,7000.0%0.73%
+24.3%
Q4 2022$542,997
+3.8%
1,7000.0%0.58%
-12.7%
Q3 2022$523,000
-6.3%
1,700
-0.6%
0.67%
-0.6%
Q2 2022$558,000
-21.6%
1,7100.0%0.67%
-5.3%
Q1 2022$712,000
-9.1%
1,7100.0%0.71%
+11.8%
Q4 2021$783,0001,7100.64%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders