ATLAS CAPITAL ADVISORS LLC - 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
ATLAS CAPITAL ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,309,815
-0.2%
20,028
+6.4%
1.37%
+8.4%
Q2 2023$8,326,084
-5.6%
18,830
-17.7%
1.26%
-9.1%
Q1 2023$8,823,207
+35.4%
22,889
+12.2%
1.39%
+26.8%
Q4 2022$6,514,438
-99.9%
20,395
-7.2%
1.10%
-11.0%
Q3 2022$6,756,983,000
-17.5%
21,983
-12.4%
1.23%
-11.4%
Q2 2022$8,192,559,000
-13.8%
25,088
+9.9%
1.39%
-6.0%
Q1 2022$9,505,000,000
-13.0%
22,822
-4.3%
1.48%
-9.3%
Q4 2021$10,921,958,000
+10.8%
23,838
-3.0%
1.63%
+2.9%
Q3 2021$9,861,390,000
+20.8%
24,574
+20.0%
1.58%
+15.6%
Q2 2021$8,166,500,000
+11.7%
20,479
+0.5%
1.37%
-3.7%
Q1 2021$7,308,615,000
-17.5%
20,387
-18.6%
1.42%
-23.7%
Q4 2020$8,861,811,000
+27.4%
25,048
+12.1%
1.86%
+13.0%
Q3 2020$6,957,239,000
+10.3%
22,338
-1.3%
1.65%
+11.4%
Q2 2020$6,309,778,000
+27.5%
22,639
-3.1%
1.48%
+0.5%
Q1 2020$4,948,972,000
+112.1%
23,355
+145.1%
1.47%
+153.4%
Q4 2019$2,333,230,000
+15.1%
9,529
+1.3%
0.58%
-4.8%
Q3 2019$2,027,727,000
+4.4%
9,407
+2.1%
0.61%
-4.4%
Q2 2019$1,942,554,000
+11.6%
9,211
+6.2%
0.64%
+1.6%
Q1 2019$1,740,264,000
+0.7%
8,674
-16.3%
0.63%
-9.2%
Q4 2018$1,728,525,000
-40.2%
10,361
-27.0%
0.69%
-28.3%
Q3 2018$2,890,756,000
+35.0%
14,201
+26.5%
0.96%
+27.0%
Q2 2018$2,140,697,000
+0.7%
11,229
-9.7%
0.76%
+16.6%
Q1 2018$2,126,214,00012,4340.65%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT LLC 175,909$35,292,00014.37%
Portfolio Strategies, Inc. 81,819$16,415,00012.97%
Harel Insurance Investments & Financial Services Ltd. 846,450$169,823,0009.89%
SEARCY FINANCIAL SERVICES INC /ADV 57,783$11,593,0009.50%
Annex Advisory Services, LLC 275,560$55,286,0008.28%
Beacon Capital Management, Inc. 853,223$171,182,0007.79%
BRANDYWINE OAK PRIVATE WEALTH LLC 174,209$34,951,0007.29%
MFA WEALTH ADVISORS, LLC 55,131$11,052,0007.26%
WBH ADVISORY INC 150,439$30,182,0007.18%
TRUST CO OF OKLAHOMA 77,741$15,597,177,0007.09%
View complete list of VANGUARD WORLD FDS shareholders