Avidian Wealth Solutions, 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
Avidian Wealth Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,259,644
-6.8%
5,446
-0.7%
0.16%0.0%
Q2 2023$2,424,490
+78.6%
5,483
+55.7%
0.16%
+114.9%
Q1 2023$1,357,736
+10.0%
3,522
-8.8%
0.07%
-7.5%
Q4 2022$1,233,848
+12.2%
3,863
+8.0%
0.08%
+1.3%
Q3 2022$1,100,000
-6.7%
3,578
-0.9%
0.08%
-4.8%
Q2 2022$1,179,000
-28.0%
3,611
-8.2%
0.08%
-17.0%
Q1 2022$1,638,000
-13.2%
3,933
-4.6%
0.10%
-15.3%
Q4 2021$1,888,000
+739.1%
4,122
+348.0%
0.12%
+268.8%
Q4 2019$225,0009200.03%
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