Welch Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Welch Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$357,636
-6.1%
8620.0%0.02%
-4.5%
Q2 2023$381,017
+14.7%
8620.0%0.02%
+15.8%
Q1 2023$332,166
+15.2%
862
-4.4%
0.02%
+18.8%
Q4 2022$288,226
+2.9%
902
-1.1%
0.02%
-11.1%
Q3 2022$280,000
+27.9%
912
+36.1%
0.02%
+38.5%
Q2 2022$219,000
-19.8%
670
+2.4%
0.01%
-18.8%
Q1 2022$273,000
-31.8%
654
-25.1%
0.02%
-30.4%
Q4 2021$400,000
+86.9%
873
+63.8%
0.02%
+64.3%
Q3 2021$214,000
+0.5%
5330.0%0.01%
-6.7%
Q2 2021$213,000
-4.9%
533
-14.9%
0.02%
-6.2%
Q1 2021$224,000
-96.9%
626
-96.9%
0.02%
-97.2%
Q4 2020$7,210,000
+930.0%
20,380
+806.6%
0.58%
+847.5%
Q3 2020$700,0002,2480.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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