Advisory Alpha, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 583 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.

Quarter-by-quarter ownership
Advisory Alpha, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$679,993
-21.0%
1,638
-15.9%
0.04%
-20.5%
Q2 2023$861,078
+27.6%
1,947
+11.2%
0.04%
+2.3%
Q1 2023$674,766
+13.6%
1,751
-5.8%
0.04%
+2.4%
Q4 2022$593,808
-51.0%
1,859
-52.9%
0.04%
-54.3%
Q3 2022$1,213,000
-23.6%
3,945
-18.9%
0.09%
-22.7%
Q2 2022$1,588,000
-31.1%
4,863
-12.2%
0.12%
-20.1%
Q1 2022$2,306,000
-36.9%
5,536
-30.6%
0.15%
-30.0%
Q4 2021$3,655,000
+42.8%
7,977
+25.1%
0.21%
+20.3%
Q3 2021$2,559,000
-13.5%
6,378
-14.1%
0.18%
-26.9%
Q2 2021$2,960,000
-95.9%
7,424
+2234.6%
0.24%
+1110.0%
Q1 2020$72,970,000
+416.7%
318
+478.2%
0.02%
+566.7%
Q4 2019$14,121,000550.00%
Q3 2018$000.00%
Q2 2018$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2017$18,000
-99.3%
107
-99.4%
0.01%
-99.3%
Q2 2017$2,620,000
+14.7%
17,772
+5.5%
0.76%
-3.9%
Q1 2017$2,284,000
+14.0%
16,842
+10.3%
0.79%
-2.3%
Q4 2016$2,004,000
+38.1%
15,269
+26.6%
0.81%
+33.1%
Q3 2016$1,451,000
+1.8%
12,057
-9.5%
0.61%
-7.0%
Q2 2016$1,426,000
+61.1%
13,319
+64.9%
0.65%
+38.6%
Q1 2016$885,000
+102.1%
8,077
+99.8%
0.47%
+87.3%
Q4 2015$438,000
+165.5%
4,042
+145.0%
0.25%
+123.0%
Q3 2015$165,000
-24.7%
1,650
-20.1%
0.11%
-19.3%
Q2 2015$219,0002,0660.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 135,603$48,612,00018.72%
NORTHSTAR ASSET MANAGEMENT Co LLC 118,204$42,375,00012.06%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 35,668$12,781,00011.50%
Curtis Advisory Group, LLC 69,130$24,782,00010.98%
MONUMENTAL FINANCIAL GROUP INC. 31,801$11,400,00010.88%
Elwood & Goetz Wealth Advisory Group, LLC 72,610$26,030,00010.80%
HORIZON FINANCIAL SERVICES, LLC 33,553$12,028,00010.54%
Annex Advisory Services, LLC 283,404$101,597,0009.78%
TRUST CO OF OKLAHOMA 75,444$27,045,919,0009.72%
Madden Advisory Services, Inc. 31,283$11,215,0008.78%
View complete list of VANGUARD WORLD FDS shareholders