COURIER CAPITAL LLC - 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
COURIER CAPITAL LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$448,507
-6.2%
1,0810.0%0.04%
-2.6%
Q2 2023$477,975
+15.9%
1,081
+1.0%
0.04%
-17.4%
Q1 2023$412,453
+11.3%
1,070
-7.8%
0.05%
+7.0%
Q4 2022$370,516
+3.8%
1,1600.0%0.04%
-2.3%
Q3 2022$357,000
-5.8%
1,1600.0%0.04%0.0%
Q2 2022$379,000
-21.5%
1,1600.0%0.04%
-8.3%
Q1 2022$483,000
-9.0%
1,1600.0%0.05%
-2.0%
Q4 2021$531,000
+14.2%
1,1600.0%0.05%
+11.4%
Q3 2021$465,000
+0.4%
1,1600.0%0.04%0.0%
Q2 2021$463,000
-4.3%
1,160
-14.1%
0.04%
-10.2%
Q1 2021$484,000
-2.2%
1,350
-3.6%
0.05%
-9.3%
Q4 2020$495,000
+7.8%
1,4000.0%0.05%
-1.8%
Q3 2020$459,000
+16.8%
1,4000.0%0.06%
+7.8%
Q2 2020$393,000
+26.4%
1,4000.0%0.05%
+10.9%
Q1 2020$311,000
-10.9%
1,400
+1.4%
0.05%
+12.2%
Q4 2019$349,000
+19.1%
1,3800.0%0.04%
+7.9%
Q3 2019$293,000
+0.7%
1,3800.0%0.04%
+2.7%
Q2 2019$291,000
-8.2%
1,380
-12.7%
0.04%
-9.8%
Q1 2019$317,000
+15.7%
1,580
-3.7%
0.04%
+2.5%
Q4 2018$274,000
-17.5%
1,6400.0%0.04%
-2.4%
Q3 2018$332,000
+11.8%
1,6400.0%0.04%
+7.9%
Q2 2018$297,000
+6.1%
1,6400.0%0.04%
+2.7%
Q1 2018$280,000
+3.7%
1,6400.0%0.04%
+5.7%
Q4 2017$270,000
+8.4%
1,6400.0%0.04%0.0%
Q3 2017$249,0001,6400.04%
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