SVA Wealth Management, 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
SVA Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$257,000
-44.6%
727
-51.2%
0.02%
-52.2%
Q3 2020$464,000
+111.9%
1,490
+89.8%
0.05%
+100.0%
Q2 2020$219,000
-13.1%
785
-37.4%
0.02%
-4.2%
Q1 2019$252,000
+20.6%
1,2540.0%0.02%0.0%
Q4 2018$209,000
-32.1%
1,254
-17.6%
0.02%
-22.6%
Q3 2018$308,000
+11.6%
1,5220.0%0.03%
+3.3%
Q2 2018$276,0001,5220.03%
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