SVA Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.

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 Q1 2021
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders