National Wealth Management 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
National Wealth Management Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,659,281
-2.5%
3,999
+0.1%
1.80%
+2.0%
Q2 2023$1,702,168
+10.5%
3,9950.0%1.77%
+0.5%
Q1 2023$1,540,440
+21.6%
3,995
+0.7%
1.76%
+15.9%
Q4 2022$1,266,763
+4.3%
3,966
+0.3%
1.52%
-3.8%
Q3 2022$1,214,967
-4.9%
3,953
+1.0%
1.58%
-2.0%
Q2 2022$1,277,720
-27.0%
3,913
-6.9%
1.61%
-4.6%
Q1 2022$1,751,400
-5.5%
4,205
+3.9%
1.69%
-2.7%
Q4 2021$1,853,9274,0461.74%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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