Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$888,301
+236.5%
2,141
+258.6%
0.04%
+218.2%
Q2 2023$263,970
-38.0%
597
-46.0%
0.01%
-38.9%
Q1 2023$425,895
+16.9%
1,105
-3.2%
0.02%
+5.9%
Q4 2022$364,406
+59.8%
1,141
+54.0%
0.02%
+41.7%
Q3 2022$228,000
+5.6%
741
+12.3%
0.01%
+9.1%
Q2 2022$216,000
-20.3%
660
+1.5%
0.01%
-21.4%
Q1 2022$271,000
+27.8%
650
+40.4%
0.01%
+27.3%
Q4 2021$212,000
-10.5%
463
-58.8%
0.01%
-64.5%
Q2 2019$237,000
+4.9%
1,1250.0%0.03%
-6.1%
Q1 2019$226,000
+5.6%
1,125
-12.5%
0.03%
-8.3%
Q4 2018$214,000
-6.1%
1,285
+14.2%
0.04%
-10.0%
Q3 2018$228,0001,1250.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders