Boltwood Capital Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Boltwood Capital Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$1,026,564
+8.7%
2,121
-6.8%
0.34%
-2.9%
Q3 2023$944,312
-11.8%
2,276
-6.0%
0.35%
-9.3%
Q2 2023$1,070,469
+13.5%
2,421
-1.0%
0.39%
+9.7%
Q1 2023$942,860
+17.9%
2,446
-2.3%
0.35%
+8.3%
Q4 2022$799,803
+1.6%
2,504
-2.3%
0.32%
-9.7%
Q3 2022$787,000
-9.9%
2,562
-4.1%
0.36%
-4.8%
Q2 2022$873,000
-22.5%
2,672
-1.3%
0.38%
-13.1%
Q1 2022$1,127,000
-9.1%
2,706
-0.0%
0.44%
-5.0%
Q4 2021$1,240,000
+14.2%
2,7070.0%0.46%
+4.6%
Q3 2021$1,086,000
+8.9%
2,707
+8.3%
0.44%
+5.8%
Q2 2021$997,000
+11.3%
2,5000.0%0.41%
+4.0%
Q1 2021$896,000
-2.6%
2,500
-3.8%
0.40%
-11.0%
Q4 2020$920,000
+13.6%
2,6000.0%0.45%
-1.1%
Q3 2020$810,000
+9.6%
2,600
-1.9%
0.45%
+1.3%
Q2 2020$739,000
+30.3%
2,650
-0.9%
0.45%
+11.2%
Q1 2020$567,000
-11.8%
2,675
+1.9%
0.40%
+11.1%
Q4 2019$643,000
+13.6%
2,6250.0%0.36%
+1.4%
Q3 2019$566,000
+2.2%
2,6250.0%0.36%
+0.8%
Q2 2019$554,000
+5.1%
2,6250.0%0.35%
+2.6%
Q1 2019$527,000
+18.2%
2,625
-1.9%
0.34%
+12.8%
Q4 2018$446,000
-17.6%
2,6750.0%0.30%
-5.3%
Q3 2018$541,000
+9.5%
2,675
-1.8%
0.32%0.0%
Q2 2018$494,000
-10.3%
2,725
-15.5%
0.32%
-14.6%
Q1 2018$551,000
-7.7%
3,225
-11.0%
0.38%
+3.3%
Q4 2017$597,000
+8.5%
3,6250.0%0.36%
+2.2%
Q3 2017$550,000
+7.8%
3,6250.0%0.36%
+3.5%
Q2 2017$510,000
+3.0%
3,625
-0.7%
0.34%
-0.3%
Q1 2017$495,000
+11.7%
3,6500.0%0.35%
+2.1%
Q4 2016$443,000
+0.9%
3,6500.0%0.34%
-3.7%
Q3 2016$439,000
+12.3%
3,6500.0%0.35%
+8.3%
Q2 2016$391,000
-2.2%
3,6500.0%0.32%
-7.7%
Q1 2016$400,000
+1.3%
3,6500.0%0.35%
-2.8%
Q4 2015$395,000
+8.2%
3,6500.0%0.36%
-6.9%
Q3 2015$365,000
-5.9%
3,6500.0%0.39%
+1.8%
Q2 2015$388,000
-8.9%
3,650
-8.8%
0.38%
+205.6%
Q1 2015$426,000
+1.9%
4,0000.0%0.12%
+5.0%
Q4 2014$418,000
-0.5%
4,000
-4.8%
0.12%
-4.0%
Q3 2014$420,000
+3.2%
4,2000.0%0.12%
+3.3%
Q2 2014$407,000
+6.0%
4,2000.0%0.12%
-0.8%
Q1 2014$384,000
-6.8%
4,200
-8.7%
0.12%
-10.4%
Q4 2013$412,000
+11.1%
4,6000.0%0.14%
+0.7%
Q3 2013$371,000
+9.1%
4,6000.0%0.13%
-4.3%
Q2 2013$340,0004,6000.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders