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 ↓
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