VALLEY WEALTH MANAGERS, INC. - 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
VALLEY WEALTH MANAGERS, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,081,070
-7.6%
2,606
-1.5%
0.09%
-14.3%
Q2 2023$1,170,228
+13.3%
2,647
-1.2%
0.10%
+11.7%
Q1 2023$1,032,526
+18.3%
2,679
-2.0%
0.09%
+16.0%
Q4 2022$873,144
-3.2%
2,734
-6.8%
0.08%
-10.0%
Q3 2022$902,000
-6.0%
2,934
-0.3%
0.09%0.0%
Q2 2022$960,000
-55.5%
2,942
-43.1%
0.09%
-50.0%
Q1 2022$2,155,000
-15.1%
5,174
-6.6%
0.18%
-11.3%
Q4 2021$2,537,000
+13.8%
5,538
-0.3%
0.20%
+4.6%
Q3 2021$2,229,000
-0.4%
5,555
-1.1%
0.19%
+2.6%
Q2 2021$2,238,000
+7.6%
5,615
-3.2%
0.19%
+1.1%
Q1 2021$2,079,000
-1.9%
5,800
-3.3%
0.19%
-9.7%
Q4 2020$2,120,000
+13.7%
5,995
+0.2%
0.21%
+1.0%
Q3 2020$1,864,000
+13.0%
5,986
+1.2%
0.20%
+10.8%
Q2 2020$1,649,000
+40.3%
5,915
+6.6%
0.18%
+20.9%
Q1 2020$1,175,000
-12.8%
5,547
+0.8%
0.15%
+13.3%
Q4 2019$1,348,000
-13.8%
5,503
-24.2%
0.14%
-18.7%
Q3 2019$1,564,000
-26.1%
7,257
-27.6%
0.17%
-26.2%
Q2 2019$2,115,000
-1.9%
10,028
-6.7%
0.22%
-4.3%
Q1 2019$2,156,000
+184.1%
10,744
+136.0%
0.24%
+137.4%
Q4 2018$759,0004,5520.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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