Regal Investment Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$409,033
+35.8%
986
+44.8%
0.03%
+36.0%
Q2 2023$301,198
-29.6%
681
-38.6%
0.02%
-34.2%
Q1 2023$427,967
+19.1%
1,110
-1.3%
0.04%
+8.6%
Q4 2022$359,447
-5.4%
1,125
-9.1%
0.04%
-12.5%
Q3 2022$380,000
-2.1%
1,237
+4.2%
0.04%0.0%
Q2 2022$388,000
-26.0%
1,187
-5.6%
0.04%
-16.7%
Q1 2022$524,000
-24.9%
1,258
-17.4%
0.05%
-22.6%
Q4 2021$698,000
-9.6%
1,523
-20.8%
0.06%
-17.3%
Q3 2021$772,000
+0.5%
1,923
-0.2%
0.08%
-2.6%
Q2 2021$768,000
+7.4%
1,926
-4.7%
0.08%
-4.9%
Q4 2020$715,000
-16.0%
2,020
-33.9%
0.08%
-48.1%
Q2 2020$851,000
+42450.0%
3,054
+10431.0%
0.16%
+15500.0%
Q2 2013$2,000290.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 133,321$41,523,00018.90%
NORTHSTAR ASSET MANAGEMENT Co LLC 149,149$46,452,00014.83%
Curtis Advisory Group, LLC 69,130$21,531,00012.70%
Annex Advisory Services, LLC 312,610$97,362,00012.41%
MFA WEALTH ADVISORS, LLC 35,752$11,135,00011.83%
Elwood & Goetz Wealth Advisory Group, LLC 67,683$21,080,00011.36%
HORIZON FINANCIAL SERVICES, LLC 34,545$10,759,00010.45%
TRUST CO OF OKLAHOMA 79,004$24,605,796,00010.13%
Tatro Capital, LLC 27,217$8,477,0009.69%
Madden Advisory Services, Inc. 31,414$9,783,0009.32%
View complete list of VANGUARD WORLD FDS shareholders