Waverly Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$649,085
+2.3%
1,564
+9.0%
0.03%0.0%
Q2 2023$634,412
+57.1%
1,435
+36.9%
0.03%
+33.3%
Q1 2023$403,897
+30.9%
1,048
+8.5%
0.02%
+23.5%
Q4 2022$308,529
+4.2%
966
+0.2%
0.02%
-19.0%
Q3 2022$296,000
+16.1%
964
+23.4%
0.02%
-8.7%
Q2 2022$255,000
-8.9%
781
+16.0%
0.02%
-4.2%
Q1 2022$280,000
+2.6%
673
+0.1%
0.02%0.0%
Q4 2021$273,000
-9.9%
672
-1.6%
0.02%
-7.7%
Q3 2021$303,000
+8.6%
683
+1.8%
0.03%0.0%
Q2 2021$279,000
+13.4%
671
+0.1%
0.03%
+8.3%
Q1 2021$246,000
-5.4%
670
-2.3%
0.02%
-11.1%
Q4 2020$260,000
+27.5%
686
+0.1%
0.03%0.0%
Q3 2020$204,000
-1.9%
685
+0.1%
0.03%0.0%
Q2 2020$208,000
+447.4%
684
+87.9%
0.03%
+42.1%
Q4 2014$38,000
+5.6%
3640.0%0.02%0.0%
Q3 2014$36,000
+80.0%
364
+76.7%
0.02%
+137.5%
Q2 2014$20,000
-82.5%
206
-83.8%
0.01%
-80.0%
Q4 2013$114,000
+11.8%
1,2690.0%0.04%
-23.1%
Q3 2013$102,0001,2690.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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