FINANCIAL MANAGEMENT CONCEPTS CORP /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$16,449,000
+12.2%
35,906
-1.7%
11.99%
+2.6%
Q3 2021$14,661,000
+0.3%
36,534
+2.6%
11.69%
-1.6%
Q2 2021$14,624,000
+14.4%
35,605
-0.2%
11.88%
+3.3%
Q1 2021$12,781,0000.0%35,668
-1.3%
11.50%
-7.1%
Q4 2020$12,781,00036,12612.38%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders