Surevest, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 742 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

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 2019
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