NEVILLE RODIE & SHAW INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
NEVILLE RODIE & SHAW INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$5,607
+18.9%
11,584
+1.9%
0.46%
+8.8%
Q3 2023$4,717
-6.2%
11,3690.0%0.42%
-2.8%
Q2 2023$5,027
+15.1%
11,369
+0.3%
0.43%
+9.3%
Q1 2023$4,369
+17.8%
11,335
-2.4%
0.40%
+13.8%
Q4 2022$3,709
-99.9%
11,610
-3.9%
0.35%
-4.7%
Q3 2022$3,713,000
-6.7%
12,079
-0.9%
0.36%
+2.5%
Q2 2022$3,980,000
-21.8%
12,187
-0.5%
0.36%
-5.8%
Q1 2022$5,088,000
-9.4%
12,2520.0%0.38%
-5.0%
Q4 2021$5,614,000
+15.1%
12,252
+0.8%
0.40%
+5.0%
Q3 2021$4,877,000
+0.7%
12,152
+0.1%
0.38%
+1.6%
Q2 2021$4,842,000
+10.1%
12,142
-1.0%
0.37%
+2.5%
Q1 2021$4,398,000
-1.0%
12,267
-2.3%
0.36%
-5.5%
Q4 2020$4,441,000
+12.5%
12,552
-1.0%
0.38%
+3.5%
Q3 2020$3,947,000
+12.3%
12,674
+0.5%
0.37%
+2.5%
Q2 2020$3,514,000
-37.6%
12,607
-48.8%
0.36%
+18.6%
Q1 2020$5,628,000
+86.4%
24,642
+99.8%
0.31%
+3.4%
Q4 2019$3,020,000
+13.7%
12,335
+0.1%
0.30%
+5.3%
Q3 2019$2,655,000
-0.2%
12,317
-2.4%
0.28%
-0.4%
Q2 2019$2,661,000
+9.1%
12,617
+3.8%
0.28%
+8.9%
Q1 2019$2,440,000
+30.6%
12,159
+8.6%
0.26%
+14.1%
Q4 2018$1,868,00011,1940.23%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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