Triangle Securities Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Triangle Securities Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$9,610,744
-7.1%
23,164
-1.0%
3.42%
-3.9%
Q2 2023$10,341,680
+11.9%
23,389
-2.4%
3.56%
+7.7%
Q1 2023$9,238,945
+18.9%
23,968
-1.4%
3.30%
+16.0%
Q4 2022$7,767,093
+0.8%
24,317
-3.0%
2.85%
-9.6%
Q3 2022$7,706,000
-6.5%
25,070
-0.6%
3.15%
-1.9%
Q2 2022$8,238,000
-21.5%
25,228
+0.1%
3.21%
-8.7%
Q1 2022$10,498,000
-13.3%
25,206
-4.6%
3.51%
-7.3%
Q4 2021$12,107,000
+8.4%
26,424
-5.1%
3.79%
-0.1%
Q3 2021$11,171,000
-3.5%
27,838
-4.1%
3.79%
-3.1%
Q2 2021$11,579,000
+9.1%
29,038
-1.9%
3.92%
+2.0%
Q1 2021$10,616,000
-0.4%
29,613
-1.7%
3.84%
-9.0%
Q4 2020$10,655,000
+9.5%
30,116
-3.6%
4.22%
-4.0%
Q3 2020$9,727,000
+6.8%
31,232
-4.4%
4.40%
+0.9%
Q2 2020$9,105,000
+27.6%
32,667
-3.0%
4.36%
+5.9%
Q1 2020$7,136,000
-14.7%
33,675
-1.4%
4.11%
+13.5%
Q4 2019$8,365,000
+12.9%
34,165
-0.6%
3.62%
+0.1%
Q3 2019$7,407,000
-5.3%
34,362
-5.9%
3.62%
-8.9%
Q2 2019$7,821,000
+1.6%
36,510
-4.9%
3.97%
-1.5%
Q1 2019$7,699,000
+16.0%
38,373
-3.5%
4.04%
+3.0%
Q4 2018$6,637,000
-18.1%
39,783
-0.5%
3.92%
-8.9%
Q3 2018$8,099,000
+6.0%
39,982
-5.0%
4.30%
+0.8%
Q2 2018$7,637,000
+2.6%
42,102
-3.3%
4.27%
-0.2%
Q1 2018$7,445,000
+2.4%
43,540
-1.3%
4.28%
+3.0%
Q4 2017$7,270,000
+5.8%
44,130
-2.4%
4.15%
+1.5%
Q3 2017$6,874,000
+6.5%
45,225
-1.3%
4.09%
-4.1%
Q2 2017$6,455,000
+4.6%
45,831
+0.7%
4.27%
+8.4%
Q1 2017$6,170,000
+9.8%
45,490
-1.6%
3.94%
+4.9%
Q4 2016$5,617,000
-0.3%
46,230
-1.2%
3.75%
-3.7%
Q3 2016$5,632,000
+7.8%
46,790
-4.1%
3.90%
-0.1%
Q2 2016$5,224,000
-8.9%
48,777
-6.8%
3.90%
+4.2%
Q1 2016$5,733,000
+33.1%
52,344
+21.6%
3.74%
+14.9%
Q3 2015$4,306,000
-1.3%
43,057
+4.9%
3.26%
+5.6%
Q2 2015$4,362,000
+0.0%
41,058
+0.3%
3.08%
+2.1%
Q1 2015$4,361,000
+10.1%
40,943
+8.0%
3.02%
+7.1%
Q4 2014$3,961,000
+4.7%
37,908
+0.3%
2.82%
-3.0%
Q3 2014$3,782,000
+2.3%
37,793
-1.0%
2.91%
+2.6%
Q2 2014$3,696,000
+24.4%
38,183
-6.3%
2.83%
+6.1%
Q1 2014$2,970,000
-14.7%
40,735
+4.7%
2.67%
-5.6%
Q4 2013$3,483,000
+9.2%
38,903
-1.6%
2.83%
+1.7%
Q3 2013$3,191,000
+6.3%
39,545
-2.6%
2.78%
+25.2%
Q2 2013$3,003,00040,5952.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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