Alpha Cubed Investments, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$722,077
-3.9%
1,740
+2.4%
0.05%
-3.9%
Q2 2023$751,321
+12.3%
1,699
-2.1%
0.05%
+6.2%
Q1 2023$668,870
+14.1%
1,735
-5.4%
0.05%
+9.1%
Q4 2022$586,117
+35.7%
1,835
+30.4%
0.04%
+29.4%
Q3 2022$432,000
-17.7%
1,407
-12.5%
0.03%
-10.5%
Q2 2022$525,000
-19.6%
1,608
+2.6%
0.04%
-9.5%
Q1 2022$653,000
-4.1%
1,568
+5.5%
0.04%
-6.7%
Q4 2021$681,000
+33.5%
1,486
+16.9%
0.04%
+18.4%
Q3 2021$510,000
+9.4%
1,271
+8.7%
0.04%
+11.8%
Q2 2021$466,000
+13.9%
1,169
+2.5%
0.03%
+6.2%
Q1 2021$409,000
-5.8%
1,141
-6.9%
0.03%
-13.5%
Q4 2020$434,000
+20.6%
1,226
+6.0%
0.04%
+8.8%
Q3 2020$360,000
+33.8%
1,157
+20.0%
0.03%
+17.2%
Q2 2020$269,000
+31.2%
964
-0.3%
0.03%
+16.0%
Q1 2020$205,000
-13.5%
9670.0%0.02%
+4.2%
Q4 2019$237,000
+13.4%
967
-7.3%
0.02%
-4.0%
Q1 2019$209,0001,0430.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders