CWM, 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
CWM, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,267
+22.7%
5,463
+30.8%
0.01%
+27.3%
Q2 2023$1,847
+25.5%
4,176
+9.4%
0.01%
+10.0%
Q1 2023$1,472
+45.0%
3,818
+20.1%
0.01%
+42.9%
Q4 2022$1,015
-99.9%
3,179
-35.9%
0.01%
-41.7%
Q3 2022$1,525,000
+46.4%
4,962
+55.5%
0.01%
+50.0%
Q2 2022$1,042,000
-14.4%
3,192
+9.2%
0.01%
-11.1%
Q1 2022$1,218,000
-11.1%
2,924
-2.2%
0.01%
-10.0%
Q4 2021$1,370,000
+117.5%
2,991
+89.4%
0.01%
+100.0%
Q2 2021$630,0000.0%1,5790.0%0.01%0.0%
Q1 2021$630,0000.0%1,5790.0%0.01%0.0%
Q4 2020$630,0000.0%1,5790.0%0.01%0.0%
Q3 2020$630,0000.0%1,5790.0%0.01%0.0%
Q2 2020$630,0000.0%1,5790.0%0.01%0.0%
Q1 2020$630,0000.0%1,5790.0%0.01%0.0%
Q4 2019$630,0000.0%1,5790.0%0.01%0.0%
Q3 2019$630,0000.0%1,5790.0%0.01%0.0%
Q2 2019$630,0000.0%1,5790.0%0.01%0.0%
Q1 2019$630,000
+108.6%
1,579
-12.7%
0.01%
-37.5%
Q4 2018$302,000
+34.2%
1,808
+62.9%
0.01%
+33.3%
Q3 2018$225,000
+192.2%
1,110
+160.0%
0.01%
+100.0%
Q2 2018$77,000
-17.2%
427
-21.5%
0.00%
-25.0%
Q1 2018$93,000
+20.8%
544
+16.2%
0.00%
+33.3%
Q4 2017$77,000
-7.2%
468
-14.6%
0.00%
-25.0%
Q3 2017$83,000
+453.3%
548
+407.4%
0.00%
+300.0%
Q2 2017$15,0000.0%1080.0%0.00%0.0%
Q1 2017$15,000
+15.4%
1080.0%0.00%0.0%
Q4 2016$13,000
-91.4%
108
-91.4%
0.00%
-90.0%
Q3 2016$151,000
+54.1%
1,258
+38.1%
0.01%
+42.9%
Q2 2016$98,000
-59.5%
911
-58.8%
0.01%
-66.7%
Q1 2016$242,000
+1244.4%
2,210
+900.0%
0.02%
+320.0%
Q3 2013$18,0002210.01%
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