Halpern Financial, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$39,566
-9.1%
950.0%0.02%
-21.1%
Q4 2021$43,526
-5.7%
95
-17.4%
0.02%
-9.5%
Q3 2021$46,148
-46.4%
115
-46.8%
0.02%
-48.8%
Q2 2021$86,134
+49.2%
216
+34.2%
0.04%
+46.4%
Q1 2021$57,717
+61.7%
161
+59.4%
0.03%
+47.4%
Q4 2020$35,697
-38.3%
101
-45.7%
0.02%
-44.1%
Q3 2020$57,898
-46.2%
186
-51.8%
0.03%
-52.1%
Q2 2020$107,554
+31.5%
3860.0%0.07%
-7.8%
Q1 2020$81,772
-13.5%
3860.0%0.08%
+4.1%
Q4 2019$94,4873860.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders