JFS WEALTH ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 742 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$58,689
-6.1%
1410.0%0.01%0.0%
Q2 2023$62,520
+3.0%
141
-10.2%
0.01%0.0%
Q1 2023$60,672
+34.4%
157
+11.3%
0.01%
+50.0%
Q4 2022$45,138
-1.9%
141
-5.4%
0.00%
-20.0%
Q3 2022$46,0000.0%149
+5.7%
0.01%0.0%
Q2 2022$46,000
-22.0%
1410.0%0.01%
-16.7%
Q1 2022$59,000
-52.0%
141
-47.6%
0.01%
-50.0%
Q4 2021$123,000
+13.9%
2690.0%0.01%
+9.1%
Q3 2021$108,000
+0.9%
2690.0%0.01%
-31.2%
Q2 2021$107,000
+46.6%
269
+31.9%
0.02%
+6.7%
Q1 2021$73,000
+97.3%
204
+96.2%
0.02%
+87.5%
Q4 2020$37,000
-54.9%
104
-60.3%
0.01%
-57.9%
Q3 2020$82,000
+182.8%
262
+151.9%
0.02%
+137.5%
Q2 2020$29,000
+31.8%
1040.0%0.01%
+14.3%
Q1 2020$22,000
-12.0%
1040.0%0.01%
+16.7%
Q4 2019$25,000
+13.6%
1040.0%0.01%0.0%
Q3 2019$22,0000.0%1040.0%0.01%0.0%
Q2 2019$22,000
-4.3%
104
-9.6%
0.01%0.0%
Q1 2019$23,000
+21.1%
1150.0%0.01%
+20.0%
Q4 2018$19,000
-63.5%
115
-55.1%
0.01%
-61.5%
Q3 2018$52,000
+13.0%
2560.0%0.01%
+8.3%
Q2 2018$46,000
-19.3%
256
-23.4%
0.01%
-20.0%
Q1 2018$57,000
+5.6%
334
+2.5%
0.02%
+15.4%
Q4 2017$54,000
+14.9%
326
+5.2%
0.01%
+8.3%
Q3 2017$47,000
+6.8%
3100.0%0.01%0.0%
Q2 2017$44,000
+15.8%
3100.0%0.01%
+20.0%
Q1 2017$38,0000.0%3100.0%0.01%0.0%
Q4 2016$38,000
+2.7%
3100.0%0.01%
-9.1%
Q3 2016$37,000
+12.1%
3100.0%0.01%
+22.2%
Q2 2016$33,000
-2.9%
3100.0%0.01%
-10.0%
Q1 2016$34,0000.0%3100.0%0.01%0.0%
Q4 2015$34,0003100.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders