ARGI Investment Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 742 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
ARGI Investment Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$1,629
-99.9%
5,101
-0.1%
0.05%
-5.5%
Q3 2022$1,570,000
-3.1%
5,106
+2.9%
0.06%
+1.9%
Q2 2022$1,620,000
-20.2%
4,962
+1.9%
0.05%
-11.5%
Q1 2022$2,029,000
-48.0%
4,871
-42.9%
0.06%
-46.5%
Q4 2021$3,905,000
-14.3%
8,524
-24.9%
0.11%
-20.8%
Q3 2021$4,554,000
+33.0%
11,349
+32.2%
0.14%
+29.7%
Q2 2021$3,423,000
+47.2%
8,584
+32.3%
0.11%
+33.7%
Q1 2021$2,325,000
+34.2%
6,486
+32.4%
0.08%
+23.9%
Q4 2020$1,733,000
+12.5%
4,900
-0.9%
0.07%
-2.9%
Q3 2020$1,540,000
+8.3%
4,945
-3.1%
0.07%
+1.5%
Q2 2020$1,422,000
+29.9%
5,102
-1.2%
0.07%
+9.7%
Q1 2020$1,095,000
-20.3%
5,166
-0.3%
0.06%
-3.1%
Q4 2019$1,374,000
+27.8%
5,184
+4.0%
0.06%
+16.4%
Q3 2019$1,075,000
+2.2%
4,9870.0%0.06%
-3.5%
Q2 2019$1,052,000
+5.0%
4,987
-0.2%
0.06%0.0%
Q1 2019$1,002,000
+20.4%
4,996
+0.2%
0.06%
+7.5%
Q4 2018$832,0004,9870.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 133,321$41,523,00018.90%
NORTHSTAR ASSET MANAGEMENT Co LLC 149,149$46,452,00014.83%
Curtis Advisory Group, LLC 69,130$21,531,00012.70%
Annex Advisory Services, LLC 312,610$97,362,00012.41%
MFA WEALTH ADVISORS, LLC 35,752$11,135,00011.83%
Elwood & Goetz Wealth Advisory Group, LLC 67,683$21,080,00011.36%
HORIZON FINANCIAL SERVICES, LLC 34,545$10,759,00010.45%
TRUST CO OF OKLAHOMA 79,004$24,605,796,00010.13%
Tatro Capital, LLC 27,217$8,477,0009.69%
Madden Advisory Services, Inc. 31,414$9,783,0009.32%
View complete list of VANGUARD WORLD FDS shareholders