CIBC Private Wealth Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 617 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$7,257,617
-53.1%
17,492
-50.1%
0.02%0.0%
Q2 2023$15,487,034
+191.0%
35,026
+153.7%
0.02%
+183.3%
Q1 2023$5,322,514
+316.5%
13,808
+97.3%
0.01%
+50.0%
Q4 2022$1,277,932
-40.8%
6,997
-0.4%
0.00%
-33.3%
Q3 2022$2,159,000
-61.7%
7,025
-59.3%
0.01%
-60.0%
Q2 2022$5,634,000
-21.3%
17,253
+0.4%
0.02%
-6.2%
Q1 2022$7,155,000
-10.9%
17,179
-2.0%
0.02%
-5.9%
Q4 2021$8,034,000
+14.3%
17,537
+0.1%
0.02%
+6.2%
Q3 2021$7,031,000
+143.1%
17,520
+141.6%
0.02%
+128.6%
Q2 2021$2,892,000
+10.3%
7,252
-0.8%
0.01%0.0%
Q1 2021$2,622,000
-4.0%
7,313
-5.3%
0.01%0.0%
Q4 2020$2,731,000
+16.7%
7,720
+2.8%
0.01%0.0%
Q3 2020$2,340,000
-24.0%
7,513
-32.0%
0.01%
-53.3%
Q2 2020$3,080,000
-21.1%
11,049
-40.1%
0.02%
-11.8%
Q1 2020$3,906,000
-24.1%
18,434
-12.3%
0.02%0.0%
Q4 2019$5,147,000
+29.4%
21,018
+13.9%
0.02%
+21.4%
Q3 2019$3,977,000
+8.4%
18,451
+6.1%
0.01%
+7.7%
Q2 2019$3,668,000
+145.8%
17,395
+134.0%
0.01%
+116.7%
Q1 2019$1,492,000
+4.0%
7,434
-13.6%
0.01%0.0%
Q4 2018$1,435,000
-10.1%
8,601
+9.2%
0.01%0.0%
Q3 2018$1,596,000
+19.1%
7,879
+6.7%
0.01%
+20.0%
Q2 2018$1,340,000
+18.0%
7,386
+11.2%
0.01%0.0%
Q1 2018$1,136,000
+6.8%
6,643
+2.8%
0.01%0.0%
Q4 2017$1,064,000
+13.4%
6,460
+4.7%
0.01%
+25.0%
Q3 2017$938,0006,1720.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
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