TIEDEMANN ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,241,592
-6.0%
2,986
+0.1%
0.05%
-5.4%
Q2 2023$1,320,320
+10.1%
2,982
-4.2%
0.06%
+3.7%
Q1 2023$1,199,394
+14.3%
3,112
-5.2%
0.05%
+8.0%
Q4 2022$1,049,008
-15.8%
3,284
-18.8%
0.05%
-34.2%
Q3 2022$1,246,000
-24.3%
4,045
-19.7%
0.08%
-38.7%
Q2 2022$1,646,000
-18.0%
5,040
+4.6%
0.12%
+21.6%
Q1 2022$2,008,000
-18.1%
4,820
-9.9%
0.10%
-15.0%
Q4 2021$2,452,000
+14.3%
5,350
+0.2%
0.12%
+5.3%
Q3 2021$2,146,000
-60.8%
5,337
-61.1%
0.11%
-47.9%
Q2 2021$5,478,000
+29.7%
13,735
+16.5%
0.22%
+18.4%
Q1 2021$4,225,000
+1.2%
11,785
-0.1%
0.18%
-8.4%
Q4 2020$4,173,000
+12.9%
11,795
-0.6%
0.20%
+13.5%
Q3 2020$3,695,000
+10.6%
11,864
-1.1%
0.18%0.0%
Q2 2020$3,342,000
+31.6%
11,990
+0.1%
0.18%
+8.5%
Q1 2020$2,539,000
+10.1%
11,982
+27.2%
0.16%
+47.7%
Q4 2019$2,306,000
-18.1%
9,422
-27.6%
0.11%
-17.8%
Q3 2019$2,814,000
+29.2%
13,010
+25.9%
0.14%
+23.9%
Q2 2019$2,178,000
+122.0%
10,333
+111.3%
0.11%
+137.0%
Q1 2019$981,000
+20.5%
4,890
+0.2%
0.05%
+9.5%
Q4 2018$814,000
-17.4%
4,880
+0.2%
0.04%
-27.6%
Q3 2018$986,000
+11.9%
4,868
+0.4%
0.06%
+3.6%
Q2 2018$881,000
+99.8%
4,849
+88.0%
0.06%
+86.7%
Q1 2018$441,000
+4.0%
2,579
+0.1%
0.03%
-6.2%
Q4 2017$424,0002,5760.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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