BUCKINGHAM STRATEGIC WEALTH, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,661,794
+8.9%
6,416
+16.0%
0.04%
+8.6%
Q2 2023$2,444,661
+81.5%
5,529
+31.1%
0.04%
+45.8%
Q1 2023$1,346,6740.0%4,2160.0%0.02%0.0%
Q4 2022$1,346,674
+3.4%
4,216
-0.5%
0.02%
-11.1%
Q3 2022$1,302,000
+7.5%
4,237
+14.2%
0.03%
+12.5%
Q2 2022$1,211,000
-25.6%
3,709
-5.1%
0.02%
-25.0%
Q1 2022$1,627,000
-10.7%
3,907
-1.8%
0.03%
-8.6%
Q4 2021$1,822,000
+18.7%
3,978
+4.0%
0.04%
+12.9%
Q3 2021$1,535,000
+39.2%
3,826
+38.3%
0.03%
+14.8%
Q2 2021$1,103,000
+6.8%
2,766
-4.1%
0.03%
-47.1%
Q1 2021$1,033,000
-7.0%
2,883
-8.2%
0.05%
-12.1%
Q4 2020$1,111,000
-1.1%
3,141
-12.9%
0.06%
-32.6%
Q3 2020$1,123,000
+0.4%
3,605
-10.1%
0.09%
-18.9%
Q2 2020$1,118,000
-1.0%
4,010
-24.7%
0.11%
-2.8%
Q1 2020$1,129,000
-5.4%
5,327
+9.3%
0.11%
-4.4%
Q4 2019$1,193,000
+9.6%
4,874
-3.5%
0.11%
-3.4%
Q3 2019$1,089,000
-0.2%
5,053
-2.4%
0.12%
-0.8%
Q2 2019$1,091,000
+35.4%
5,175
+28.9%
0.12%
+16.7%
Q1 2019$806,000
+56.8%
4,016
+30.3%
0.10%
+30.8%
Q4 2018$514,000
+9.8%
3,081
+33.4%
0.08%
+8.3%
Q3 2018$468,000
+18.5%
2,309
+5.9%
0.07%
+12.5%
Q2 2018$395,000
-29.6%
2,180
-33.6%
0.06%
-41.3%
Q1 2018$561,000
+70.0%
3,281
+63.6%
0.11%
+58.0%
Q4 2017$330,0002,0060.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders