MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$1,685,000
+1.8%
4,199
+1.2%
0.11%
+1.8%
Q2 2021$1,655,000
+10.0%
4,149
-1.2%
0.11%
+0.9%
Q1 2021$1,505,000
+1.4%
4,199
+0.1%
0.11%
-3.5%
Q4 2020$1,484,000
+20.5%
4,195
+10.4%
0.11%
+5.6%
Q3 2020$1,232,000
+19.3%
3,801
+2.5%
0.11%
+9.1%
Q2 2020$1,033,000
+39.8%
3,707
+6.3%
0.10%
+16.5%
Q1 2020$739,000
-11.9%
3,486
+1.8%
0.08%
+9.0%
Q4 2019$839,000
+14.6%
3,425
+0.8%
0.08%0.0%
Q3 2019$732,000
-6.4%
3,397
-8.4%
0.08%
-3.7%
Q2 2019$782,000
+3.0%
3,709
-1.9%
0.08%
-2.4%
Q1 2019$759,000
+23.8%
3,782
+2.9%
0.08%
+9.2%
Q4 2018$613,0003,6750.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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