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 ↓
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