Rockwood Wealth Management, 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
Rockwood Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$829,857
-1.3%
2,000
+5.2%
0.14%
-3.5%
Q2 2023$840,590
+14.7%
1,9010.0%0.14%
-0.7%
Q1 2023$732,816
+24.1%
1,901
+2.8%
0.14%
+5.1%
Q4 2022$590,621
+3.9%
1,8490.0%0.14%
-24.2%
Q3 2022$568,357
-7.4%
1,849
-1.6%
0.18%
-36.8%
Q2 2022$613,946
+30.6%
1,880
+66.5%
0.29%
+28.0%
Q1 2022$470,247
-22.8%
1,129
-15.0%
0.22%
-16.7%
Q4 2021$608,9081,3290.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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