NewSquare Capital 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
NewSquare Capital LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$194
-95.6%
0
-100.0%
0.00%
Q1 2024$4,371
+12.9%
80.0%0.00%
Q4 2023$3,872
-92.4%
8
-93.4%
0.00%
-100.0%
Q3 2023$50,618
+1331.1%
122
+1425.0%
0.01%
Q2 2023$3,537
+14.7%
80.0%0.00%
Q1 2023$3,084
-89.0%
8
-91.0%
0.00%
-100.0%
Q3 2020$28,000
+833.3%
89
+709.1%
0.00%
Q4 2019$3,000
-92.9%
11
-95.5%
0.00%
-100.0%
Q1 2018$42,0002450.01%
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