Lee Financial Co - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$23,235
+20.6%
56
+12.0%
0.00%
+33.3%
Q1 2023$19,274
+1106.9%
50
+900.0%
0.00%
Q4 2022$1,597
-20.2%
50.0%0.00%
Q3 2022$2,000
-33.3%
5
-50.0%
0.00%
-100.0%
Q2 2022$3,000
+50.0%
10
+100.0%
0.00%
Q1 2022$2,0000.0%50.0%0.00%
Q4 2021$2,000
-60.0%
5
-80.0%
0.00%
-100.0%
Q1 2020$5,000
-91.7%
25
-92.5%
0.00%
-85.7%
Q2 2018$60,000
+39.5%
332
+31.2%
0.01%
+27.3%
Q1 2018$43,0002530.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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