Crestwood Advisors Group, LLC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

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Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$971,369
+2.0%
2,341
+8.7%
0.02%
-16.7%
Q2 2023$952,291
+4.6%
2,154
-8.8%
0.03%0.0%
Q1 2023$909,989
+27.6%
2,361
+5.8%
0.03%
+25.0%
Q4 2022$712,879
-2.1%
2,232
-5.7%
0.02%
-7.7%
Q3 2022$728,000
-5.8%
2,3670.0%0.03%0.0%
Q2 2022$773,000
-21.7%
2,367
-0.1%
0.03%
-7.1%
Q1 2022$987,000
-9.9%
2,369
-1.0%
0.03%0.0%
Q4 2021$1,096,000
+33.2%
2,392
+16.7%
0.03%
+21.7%
Q3 2021$823,000
+0.6%
2,0500.0%0.02%
-4.2%
Q2 2021$818,000
+11.3%
2,0500.0%0.02%
+4.3%
Q1 2021$735,000
+0.5%
2,050
-0.7%
0.02%
-4.2%
Q4 2020$731,000
+12.8%
2,065
-0.7%
0.02%0.0%
Q3 2020$648,000
+11.9%
2,0790.0%0.02%
+4.3%
Q2 2020$579,000
+52.4%
2,079
+16.0%
0.02%
+21.1%
Q1 2020$380,000
-29.2%
1,792
-18.2%
0.02%
-9.5%
Q4 2019$537,000
+12.3%
2,192
-1.2%
0.02%0.0%
Q3 2019$478,000
+2711.8%
2,219
+1733.9%
0.02%
+2000.0%
Q1 2017$17,000–121–0.00%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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