Choate Investment Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Choate Investment Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$833,534
+8.8%
2,009
+16.0%
0.03%
+3.1%
Q2 2023$765,821
+14.7%
1,7320.0%0.03%0.0%
Q1 2023$667,634
+20.7%
1,7320.0%0.03%
-3.0%
Q4 2022$553,218
-45.4%
1,732
-47.5%
0.03%
-50.7%
Q3 2022$1,013,000
-5.9%
3,2970.0%0.07%
+3.1%
Q2 2022$1,077,000
-21.6%
3,2970.0%0.06%
-11.0%
Q1 2022$1,373,000
-9.1%
3,2970.0%0.07%
-17.0%
Q4 2021$1,511,000
+14.2%
3,2970.0%0.09%
+4.8%
Q3 2021$1,323,000
+0.6%
3,2970.0%0.08%
+5.0%
Q2 2021$1,315,000
+11.3%
3,2970.0%0.08%
+9.6%
Q1 2021$1,182,000
+100.7%
3,297
+97.9%
0.07%
+102.8%
Q4 2020$589,000
+13.5%
1,6660.0%0.04%
+5.9%
Q3 2020$519,000
+11.9%
1,6660.0%0.03%0.0%
Q2 2020$464,000
+31.4%
1,6660.0%0.03%
+21.4%
Q1 2020$353,000
-13.5%
1,6660.0%0.03%
+12.0%
Q4 2019$408,000
+13.6%
1,6660.0%0.02%
+13.6%
Q3 2019$359,000
+2.3%
1,6660.0%0.02%
+4.8%
Q2 2019$351,000
+5.1%
1,6660.0%0.02%
+5.0%
Q1 2019$334,000
+25.1%
1,666
+4.1%
0.02%
+17.6%
Q4 2018$267,000
-17.6%
1,6000.0%0.02%
-5.6%
Q3 2018$324,000
+11.7%
1,6000.0%0.02%
+5.9%
Q2 2018$290,000
-99.9%
1,6000.0%0.02%
+13.3%
Q1 2018$273,600,000
+3.8%
1,6000.0%0.02%
+15.4%
Q4 2017$263,568,000
+8.4%
1,6000.0%0.01%0.0%
Q3 2017$243,184,000
+7.9%
1,6000.0%0.01%0.0%
Q2 2017$225,344,000
+3.8%
1,6000.0%0.01%0.0%
Q1 2017$217,008,0001,6000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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