Circle Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$436,479
+10.0%
7570.0%0.01%0.0%
Q1 2024$396,926
-1.7%
757
-9.2%
0.01%0.0%
Q4 2023$403,656
+16.7%
8340.0%0.01%
+11.1%
Q3 2023$346,027
-20.9%
834
-15.7%
0.01%
-84.5%
Q2 2023$437,297
+61.4%
989
+12.3%
0.06%
+28.9%
Q3 2022$271,000
-5.9%
8810.0%0.04%
-2.2%
Q2 2022$288,000
-58.3%
881
-44.5%
0.05%
-49.5%
Q1 2022$690,000
+113.6%
1,587
+124.8%
0.09%
+116.7%
Q4 2021$323,000
+14.1%
7060.0%0.04%
+2.4%
Q3 2021$283,000
+0.4%
7060.0%0.04%
+2.5%
Q2 2021$282,0007060.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders