Executive Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.

Quarter-by-quarter ownership
Executive Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,426,772
+126.3%
2,474
+106.2%
0.13%
+138.2%
Q1 2024$630,374
+20.6%
1,200
+11.1%
0.06%
+12.2%
Q4 2023$522,884
+16.7%
1,080
+0.1%
0.05%
+6.5%
Q3 2023$448,051
-6.1%
1,0790.0%0.05%
-6.1%
Q2 2023$477,410
+14.7%
1,0790.0%0.05%
+6.5%
Q1 2023$416,200
+20.8%
1,079
+0.1%
0.05%
+9.5%
Q4 2022$344,538
-1.6%
1,078
+208.0%
0.04%
-14.3%
Q3 2022$350,000
-5.9%
350
-69.3%
0.05%
-2.0%
Q2 2022$372,000
-21.2%
1,141
+0.7%
0.05%
-2.0%
Q1 2022$472,000
-3.3%
1,133
+6.4%
0.05%
+4.1%
Q4 2021$488,000
+10.4%
1,065
-3.4%
0.05%0.0%
Q3 2021$442,000
-8.5%
1,103
-9.0%
0.05%
-7.5%
Q2 2021$483,000
-9.2%
1,212
-18.4%
0.05%
-14.5%
Q1 2021$532,000
+107.0%
1,485
+104.5%
0.06%
+93.8%
Q4 2020$257,000
+314.5%
726
+148.6%
0.03%
+255.6%
Q2 2019$62,000
+675.0%
292
+595.2%
0.01%
+800.0%
Q1 2019$8,000
-11.1%
42
-20.8%
0.00%
-50.0%
Q4 2018$9,000530.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders