RWA WEALTH PARTNERS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
RWA WEALTH PARTNERS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,259,211
-5.8%
3,035
+0.4%
0.03%
-6.9%
Q2 2023$1,336,408
+22.0%
3,022
+6.4%
0.03%
+11.5%
Q1 2023$1,095,295
+17.0%
2,841
+0.6%
0.03%
+13.0%
Q4 2022$936,493
-10.5%
2,824
-17.0%
0.02%
-68.9%
Q3 2022$1,046,000
-6.9%
3,403
-1.1%
0.07%
-2.6%
Q2 2022$1,124,000
-25.5%
3,442
-5.0%
0.08%
-22.4%
Q1 2022$1,509,000
-9.7%
3,624
-0.7%
0.10%
-12.5%
Q4 2021$1,672,000
+15.2%
3,650
+1.0%
0.11%
+3.7%
Q3 2021$1,451,000
+0.6%
3,6150.0%0.11%0.0%
Q2 2021$1,442,000
+22.3%
3,615
+9.9%
0.11%
+13.7%
Q1 2021$1,179,000
+3.1%
3,290
+1.9%
0.10%
-5.9%
Q4 2020$1,143,000
-24.1%
3,230
-33.2%
0.10%
-36.1%
Q3 2020$1,506,000
+7.2%
4,837
-4.0%
0.16%
-8.1%
Q2 2020$1,405,000
+97.6%
5,040
+50.2%
0.17%
+70.3%
Q1 2020$711,000
+2.7%
3,356
+18.7%
0.10%
+46.4%
Q4 2019$692,000
+13.6%
2,8270.0%0.07%
+7.8%
Q3 2019$609,000
+137.0%
2,827
+131.7%
0.06%
+128.6%
Q2 2019$257,000
+4.9%
1,2200.0%0.03%0.0%
Q1 2019$245,000
-89.0%
1,220
-90.9%
0.03%
-90.5%
Q4 2018$2,236,000
+3965.5%
13,404
+4338.4%
0.29%
+4800.0%
Q2 2018$55,000
+5.8%
3020.0%0.01%
-14.3%
Q1 2018$52,0003020.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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