WMS Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,124,379
-6.2%
2,710
-0.0%
0.09%
-5.3%
Q2 2023$1,198,696
-6.0%
2,711
-18.0%
0.09%
-16.1%
Q1 2023$1,274,750
+6.0%
3,307
-12.2%
0.11%
-5.9%
Q4 2022$1,202,579
-5.6%
3,765
-9.2%
0.12%
-31.2%
Q3 2022$1,274,000
-5.9%
4,1460.0%0.17%
-18.0%
Q2 2022$1,354,000
-21.6%
4,1460.0%0.21%
-11.0%
Q1 2022$1,727,000
+3.0%
4,146
-0.7%
0.24%
-3.7%
Q3 2021$1,676,000
+0.5%
4,176
-0.1%
0.25%
-0.4%
Q2 2021$1,667,000
+4.1%
4,181
-6.4%
0.25%
-32.3%
Q1 2021$1,601,000
-9.0%
4,466
-10.2%
0.36%
+20.5%
Q4 2020$1,760,000
+13.5%
4,9760.0%0.30%
+0.7%
Q3 2020$1,550,000
+11.8%
4,9760.0%0.30%
+4.9%
Q2 2020$1,387,000
+31.6%
4,9760.0%0.29%
-1.7%
Q1 2020$1,054,000
-19.2%
4,976
-6.6%
0.29%
+0.3%
Q4 2019$1,304,000
+12.5%
5,326
-0.9%
0.29%
+4.7%
Q3 2019$1,159,000
+2.2%
5,3760.0%0.28%
-0.4%
Q2 2019$1,134,000
+31.6%
5,376
+25.1%
0.28%
+29.8%
Q1 2019$862,000
+23.3%
4,296
+2.5%
0.22%
+9.7%
Q4 2018$699,000
+111.2%
4,191
+156.5%
0.20%
+429.7%
Q3 2018$331,000
+31.3%
1,634
+17.7%
0.04%
+27.6%
Q2 2018$252,000
+6.3%
1,3880.0%0.03%
+3.6%
Q1 2018$237,000
+3.5%
1,3880.0%0.03%
+7.7%
Q4 2017$229,000
+8.5%
1,3880.0%0.03%
+4.0%
Q3 2017$211,0001,3880.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders