Gradient Investments 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
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 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