RESOURCES MANAGEMENT CORP /CT/ /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 812 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$204
-6.4%
4920.0%0.03%
-2.9%
Q2 2023$218
-59.1%
492
-90.4%
0.03%
-60.5%
Q1 2023$533
+265.1%
5,120
+1020.4%
0.09%
+273.9%
Q4 2022$146
-99.9%
4570.0%0.02%
-4.2%
Q3 2022$140,000
-6.0%
4570.0%0.02%0.0%
Q2 2022$149,000
-21.2%
457
+0.4%
0.02%
-7.7%
Q1 2022$189,000
-1.6%
455
+8.9%
0.03%
+4.0%
Q4 2021$192,000
+15.7%
418
+1.0%
0.02%
+4.2%
Q3 2021$166,000
+8.5%
414
+7.8%
0.02%
+14.3%
Q2 2021$153,000
+20.5%
384
+8.2%
0.02%
+10.5%
Q1 2021$127,000
+0.8%
3550.0%0.02%
-5.0%
Q4 2020$126,000
+13.5%
3550.0%0.02%0.0%
Q3 2020$111,000
+12.1%
3550.0%0.02%
+5.3%
Q2 2020$99,000
+32.0%
3550.0%0.02%
+11.8%
Q1 2020$75,000
-13.8%
3550.0%0.02%
+13.3%
Q4 2019$87,000
+13.0%
3550.0%0.02%
+7.1%
Q3 2019$77,000
-34.2%
355
-49.8%
0.01%
-46.2%
Q4 2018$117,000
-18.2%
7070.0%0.03%0.0%
Q3 2018$143,0007070.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders