MARSHALL FINANCIAL GROUP INC /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
MARSHALL FINANCIAL GROUP INC /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$404,230
-6.0%
974
+0.1%
0.16%0.0%
Q2 2023$430,117
+14.7%
9730.0%0.16%
+8.6%
Q1 2023$374,971
+20.9%
973
+0.2%
0.15%
+14.3%
Q4 2022$310,080
+4.4%
971
+0.5%
0.13%
-5.0%
Q3 2022$297,000
-19.9%
966
-15.0%
0.14%
-17.2%
Q2 2022$371,000
-21.6%
1,137
+0.2%
0.17%
-10.6%
Q1 2022$473,000
-8.9%
1,135
+0.2%
0.19%
-6.0%
Q4 2021$519,000
+14.3%
1,133
+0.2%
0.20%
+5.2%
Q3 2021$454,000
+0.7%
1,1310.0%0.19%
-0.5%
Q2 2021$451,000
+11.4%
1,1310.0%0.19%
+4.3%
Q1 2021$405,000
+1.2%
1,1310.0%0.18%
-6.1%
Q4 2020$400,000
+13.6%
1,1310.0%0.20%
-5.8%
Q3 2020$352,000
+11.7%
1,1310.0%0.21%
-0.5%
Q2 2020$315,000
+31.2%
1,1310.0%0.21%
+7.7%
Q1 2020$240,000
-13.4%
1,1310.0%0.19%
+3.7%
Q4 2019$277,000
+13.5%
1,1310.0%0.19%
+0.5%
Q3 2019$244,000
+2.1%
1,1310.0%0.19%
+2.2%
Q2 2019$239,000
+5.3%
1,1310.0%0.18%
-2.2%
Q1 2019$227,0001,1310.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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