TCI Wealth Advisors, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$207,351
-15.9%
500
-10.4%
0.03%
-16.1%
Q2 2023$246,620
+28.0%
558
+11.6%
0.03%
+24.0%
Q1 2023$192,643
+63.1%
500
+35.1%
0.02%
+56.2%
Q4 2022$118,105
-6.3%
370
-9.5%
0.02%
-20.0%
Q3 2022$126,000
+4.1%
409
+10.8%
0.02%
+5.3%
Q2 2022$121,000
-21.4%
3690.0%0.02%
-17.4%
Q1 2022$154,000
+3.4%
369
+13.5%
0.02%
+4.5%
Q4 2021$149,000
-4.5%
325
-16.5%
0.02%
-8.3%
Q3 2021$156,000
+20.0%
389
+19.7%
0.02%
+9.1%
Q2 2021$130,000
+44.4%
325
+29.0%
0.02%
-42.1%
Q1 2021$90,000
+9.8%
252
+8.6%
0.04%
+2.7%
Q4 2020$82,000
+13.9%
2320.0%0.04%
+32.1%
Q3 2020$72,000
-14.3%
232
-23.4%
0.03%
-22.2%
Q2 2020$84,000
-20.8%
303
-39.4%
0.04%
-30.8%
Q1 2020$106,000
-36.1%
500
-26.1%
0.05%
-18.8%
Q4 2019$166,000
+16.9%
677
+2.7%
0.06%
+1.6%
Q3 2019$142,000
-24.5%
659
-26.2%
0.06%
-25.9%
Q2 2019$188,000
-4.1%
893
-8.4%
0.08%
-1.2%
Q1 2019$196,000
+26.5%
975
+4.7%
0.09%
+14.7%
Q4 2018$155,000
+98.7%
931
+141.8%
0.08%
+127.3%
Q3 2018$78,000
+4.0%
385
-6.8%
0.03%0.0%
Q2 2018$75,000
+13.6%
413
+7.3%
0.03%
+6.5%
Q1 2018$66,000
+4.8%
3850.0%0.03%
+10.7%
Q4 2017$63,000
+6.8%
3850.0%0.03%
-3.4%
Q3 2017$59,000
+47.5%
385
+36.5%
0.03%
+45.0%
Q2 2017$40,000
+17.6%
282
+11.5%
0.02%
+11.1%
Q1 2017$34,000
+9.7%
2530.0%0.02%
+12.5%
Q4 2016$31,0002530.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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