PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$20,757
+10.0%
360.0%0.00%0.0%
Q1 2024$18,876
+8.3%
360.0%0.00%0.0%
Q4 2023$17,424
+16.7%
360.0%0.00%
+100.0%
Q3 2023$14,936
-6.2%
360.0%0.00%0.0%
Q2 2023$15,918
+14.7%
360.0%0.00%0.0%
Q1 2023$13,877
+20.7%
360.0%0.00%0.0%
Q4 2022$11,499
+4.5%
360.0%0.00%0.0%
Q3 2022$11,000360.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders