HARBOR INVESTMENT ADVISORY, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$265,445
+11.3%
640
+18.5%
0.04%
+6.1%
Q2 2023$238,600
+14.7%
5400.0%0.03%
+6.5%
Q1 2023$208,009
+20.7%
540
+0.2%
0.03%
+14.8%
Q4 2022$172,294
+3.8%
5390.0%0.03%0.0%
Q3 2022$166,000
-5.7%
5390.0%0.03%
-3.6%
Q2 2022$176,000
-64.0%
539
-54.1%
0.03%
-56.9%
Q1 2022$489,000
-9.1%
1,1750.0%0.06%
-4.4%
Q4 2021$538,000
+14.2%
1,175
+0.1%
0.07%
+6.2%
Q3 2021$471,000
+124.3%
1,174
+123.2%
0.06%
+128.6%
Q2 2021$210,000
+11.1%
5260.0%0.03%0.0%
Q1 2021$189,000
+1.6%
5260.0%0.03%
-6.7%
Q4 2020$186,000
+6100.0%
526
+4681.8%
0.03%
+2900.0%
Q3 2020$3,000110.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TTP Investments, Inc. 52,160$23,898,00016.45%
Stuart Chaussee & Associates, Inc. 73,729$33,780,00014.54%
MY Wealth Management Inc. 33,631$15,409,00013.55%
NORTHSTAR ASSET MANAGEMENT LLC 116,405$53,333,00012.53%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 380,510$174,340,00012.49%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 35,906$16,449,00011.99%
CABANA LLC 7,189$3,294,00011.58%
TRUST CO OF OKLAHOMA 71,487$32,753,199,00011.07%
Kinloch Capital, LLC 38,895$17,821,00011.04%
Curtis Advisory Group, LLC 72,680$33,300,00010.93%
View complete list of VANGUARD WORLD FDS shareholders