Gradient Investments LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$101,683
-17.0%
245
-11.6%
0.00%0.0%
Q2 2023$122,510
+1.5%
277
-11.5%
0.00%0.0%
Q1 2023$120,652
+249.8%
313
+189.8%
0.00%
+200.0%
Q4 2022$34,496
+146.4%
108
+145.5%
0.00%
Q3 2022$14,0000.0%440.0%0.00%
Q2 2022$14,000
-22.2%
440.0%0.00%
Q1 2022$18,000
-10.0%
440.0%0.00%
-100.0%
Q4 2021$20,000
+11.1%
44
-4.3%
0.00%0.0%
Q3 2021$18,0000.0%46
+4.5%
0.00%0.0%
Q2 2021$18,000
+12.5%
440.0%0.00%0.0%
Q1 2021$16,000
+14.3%
440.0%0.00%0.0%
Q4 2020$14,0000.0%440.0%0.00%0.0%
Q3 2020$14,000
-30.0%
44
-38.9%
0.00%0.0%
Q2 2020$20,000
+122.2%
72
+67.4%
0.00%
Q1 2020$9,000
-18.2%
430.0%0.00%
Q4 2019$11,000
+22.2%
430.0%0.00%
Q3 2019$9,000
-65.4%
43
-65.3%
0.00%
-100.0%
Q2 2019$26,000
+4.0%
1240.0%0.00%
-50.0%
Q1 2019$25,000
+19.0%
1240.0%0.00%
+100.0%
Q4 2018$21,000
+250.0%
124
+342.9%
0.00%
Q3 2018$6,000
-53.8%
28
-70.8%
0.00%
-100.0%
Q1 2017$13,000
+18.2%
96
+2.1%
0.00%0.0%
Q3 2016$11,000940.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 135,603$48,612,00018.72%
NORTHSTAR ASSET MANAGEMENT Co LLC 118,204$42,375,00012.06%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 35,668$12,781,00011.50%
Curtis Advisory Group, LLC 69,130$24,782,00010.98%
MONUMENTAL FINANCIAL GROUP INC. 31,801$11,400,00010.88%
Elwood & Goetz Wealth Advisory Group, LLC 72,610$26,030,00010.80%
HORIZON FINANCIAL SERVICES, LLC 33,553$12,028,00010.54%
Annex Advisory Services, LLC 283,404$101,597,0009.78%
TRUST CO OF OKLAHOMA 75,444$27,045,919,0009.72%
Madden Advisory Services, Inc. 31,283$11,215,0008.78%
View complete list of VANGUARD WORLD FDS shareholders