ALPINE WOODS CAPITAL INVESTORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
ALPINE WOODS CAPITAL INVESTORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$415
-6.1%
1,0000.0%0.07%
-2.9%
Q2 2023$442
+14.8%
1,0000.0%0.07%
+19.0%
Q1 2023$385
+20.7%
1,0000.0%0.06%
+26.1%
Q4 2022$319
-99.9%
1,0000.0%0.05%
+9.5%
Q3 2022$307,000
-6.1%
1,0000.0%0.04%
+2.4%
Q2 2022$327,000
-21.4%
1,0000.0%0.04%
-6.8%
Q1 2022$416,000
-9.2%
1,0000.0%0.04%
-2.2%
Q4 2021$458,000
+14.2%
1,0000.0%0.04%
+4.7%
Q3 2021$401,000
+0.5%
1,0000.0%0.04%
+4.9%
Q2 2021$399,000
+11.5%
1,0000.0%0.04%
+2.5%
Q1 2021$358,000
+1.1%
1,0000.0%0.04%
-7.0%
Q4 2020$354,000
-67.5%
1,000
-71.4%
0.04%
-73.9%
Q3 2020$1,090,000
+11.8%
3,5000.0%0.16%
-12.2%
Q2 2020$975,000
+31.4%
3,5000.0%0.19%
+13.9%
Q1 2020$742,000
-13.4%
3,5000.0%0.16%
+1.2%
Q4 2019$857,000
+13.7%
3,5000.0%0.16%
+17.3%
Q3 2019$754,000
+2.2%
3,5000.0%0.14%
-9.2%
Q2 2019$738,000
+5.1%
3,5000.0%0.15%0.0%
Q1 2019$702,000
+20.2%
3,5000.0%0.15%
+9.3%
Q4 2018$584,0003,5000.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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