Institute for Wealth Management, 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
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,217,056
-19.1%
2,933
-13.8%
0.22%
-13.8%
Q2 2023$1,503,689
+14.0%
3,401
-0.6%
0.25%
+0.8%
Q1 2023$1,318,608
+20.4%
3,421
-0.2%
0.25%
+9.6%
Q4 2022$1,095,273
+0.6%
3,429
-3.2%
0.23%
-5.7%
Q3 2022$1,089,000
+44.8%
3,542
+53.9%
0.24%
+64.9%
Q2 2022$752,000
-49.9%
2,302
-36.1%
0.15%
-39.1%
Q1 2022$1,501,000
-5.0%
3,603
+4.5%
0.24%
-5.4%
Q4 2021$1,580,000
+6.5%
3,449
-6.7%
0.26%
-1.2%
Q3 2021$1,483,000
-1.5%
3,695
-2.1%
0.26%
-1.5%
Q2 2021$1,505,000
+11.3%
3,773
+0.0%
0.26%
+2.7%
Q1 2021$1,352,000
+27.8%
3,772
+26.1%
0.26%
+22.4%
Q4 2020$1,058,000
+20.4%
2,991
+6.0%
0.21%
+4.5%
Q3 2020$879,000
+0.3%
2,821
-10.3%
0.20%
-6.1%
Q2 2020$876,000
+12.6%
3,144
-14.4%
0.21%
-10.8%
Q1 2020$778,000
-26.6%
3,671
-15.2%
0.24%
+0.4%
Q4 2019$1,060,000
+14.7%
4,328
+1.0%
0.24%
+2.6%
Q3 2019$924,000
-27.8%
4,285
-29.3%
0.23%
-17.7%
Q2 2019$1,279,000
+33.0%
6,064
+27.3%
0.28%
+35.4%
Q1 2019$962,000
+335.3%
4,763
+259.5%
0.21%
+129.7%
Q4 2018$221,000
-85.1%
1,325
-84.7%
0.09%
-79.1%
Q1 2018$1,479,000
+43.6%
8,658
+38.5%
0.44%
+83.2%
Q4 2017$1,030,000
+14.2%
6,251
+5.4%
0.24%
-18.8%
Q3 2017$902,000
-19.5%
5,933
-25.4%
0.29%
-4.9%
Q2 2017$1,121,000
+346.6%
7,951
+242.9%
0.31%
-17.9%
Q4 2015$251,000
+3.7%
2,319
+2.1%
0.38%
+41.0%
Q1 2015$242,000
+56.1%
2,271
+46.6%
0.27%
+79.7%
Q3 2014$155,000
+0.6%
1,549
-2.8%
0.15%
+11.3%
Q2 2014$154,000
-16.3%
1,594
-20.7%
0.13%
-15.8%
Q1 2014$184,000
-12.8%
2,011
-14.8%
0.16%
+3.9%
Q4 2013$211,0002,3600.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TTP Investments, Inc. 52,160$23,898,00016.45%
Stuart Chaussee & Associates, Inc. 73,729$33,780,00014.54%
MY Wealth Management Inc. 33,631$15,409,00013.55%
NORTHSTAR ASSET MANAGEMENT LLC 116,405$53,333,00012.53%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 380,510$174,340,00012.49%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 35,906$16,449,00011.99%
CABANA LLC 7,189$3,294,00011.58%
TRUST CO OF OKLAHOMA 71,487$32,753,199,00011.07%
Kinloch Capital, LLC 38,895$17,821,00011.04%
Curtis Advisory Group, LLC 72,680$33,300,00010.93%
View complete list of VANGUARD WORLD FDS shareholders