Wiser Wealth Management, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wiser Wealth Management, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$13,186,837
+26.8%
28,532
+13.9%
4.81%
+13.7%
Q3 2023$10,397,405
-5.7%
25,060
+0.5%
4.23%
-4.5%
Q2 2023$11,027,798
+16.1%
24,941
+1.2%
4.43%
+9.1%
Q1 2023$9,498,073
+24.4%
24,640
+3.0%
4.06%
+15.0%
Q4 2022$7,638,005
+14.6%
23,913
+10.3%
3.53%
+1.3%
Q3 2022$6,665,000
-0.5%
21,684
+5.7%
3.48%
+0.3%
Q2 2022$6,699,000
-13.1%
20,514
+10.9%
3.47%
-2.3%
Q1 2022$7,707,000
-2.8%
18,504
+7.0%
3.55%
-8.2%
Q4 2021$7,925,000
+19.0%
17,297
+4.2%
3.87%
+9.0%
Q3 2021$6,660,000
+8.4%
16,597
+7.7%
3.55%
-5.1%
Q2 2021$6,145,000
+18.4%
15,411
+6.5%
3.74%
+5.0%
Q1 2021$5,189,000
+5.5%
14,474
+4.1%
3.56%
-3.3%
Q4 2020$4,919,00013,9053.69%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders