Surevest, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$123,000
+2.5%
400
+8.7%
0.03%
+6.5%
Q2 2022$120,000
-22.1%
368
-0.3%
0.03%
-16.2%
Q1 2022$154,000
-9.4%
369
-0.3%
0.04%
-7.5%
Q4 2021$170,000
-18.3%
370
-37.2%
0.04%
-42.0%
Q4 2020$208,000
-16.8%
589
-42.3%
0.07%
-35.5%
Q4 2019$250,000
+13.6%
1,021
+0.2%
0.11%
-0.9%
Q3 2019$220,000
-4.8%
1,019
-6.9%
0.11%
-10.0%
Q2 2019$231,000
-36.5%
1,095
-39.6%
0.12%
-46.4%
Q1 2019$364,000
+9.0%
1,814
-9.5%
0.22%
-15.2%
Q4 2018$334,0002,0040.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders