SFMG, 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
SFMG, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$302,877
-1.6%
730
+4.9%
0.03%
-3.1%
Q2 2023$307,743
+14.7%
6960.0%0.03%
+10.3%
Q1 2023$268,287
+20.7%
6960.0%0.03%
+16.0%
Q4 2022$222,309
+5.9%
6960.0%0.02%0.0%
Q3 2022$210,000
-8.7%
696
-1.0%
0.02%
-7.4%
Q2 2022$230,000
-21.5%
7030.0%0.03%
-6.9%
Q1 2022$293,000
-9.0%
7030.0%0.03%
-6.5%
Q4 2021$322,000
+43.8%
703
+26.2%
0.03%
+24.0%
Q3 2021$224,000
+0.9%
5570.0%0.02%0.0%
Q2 2021$222,0005570.02%
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