Capital Investment Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$544,676
+16.4%
1,125
-0.3%
0.01%
+7.7%
Q3 2023$467,869
-2.8%
1,128
+3.6%
0.01%
-13.3%
Q2 2023$481,307
+5.5%
1,089
-8.0%
0.02%
+15.4%
Q1 2023$456,218
+63088.1%
1,184
-47.6%
0.01%
-40.9%
Q4 2022$722
-99.7%
2,261
+196.7%
0.02%
+175.0%
Q3 2022$234,000
+3.1%
762
+39.8%
0.01%
+14.3%
Q1 2022$227,000
-8.8%
545
+0.2%
0.01%
-12.5%
Q4 2021$249,000
+6.4%
544
-6.5%
0.01%0.0%
Q3 2021$234,000
+11.4%
582
-2.0%
0.01%
-11.1%
Q4 2020$210,000
+2.4%
594
-9.9%
0.01%
-10.0%
Q3 2020$205,0006590.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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