Tortoise Investment Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$65,554
-9.0%
158
-3.1%
0.01%
-9.1%
Q2 2023$72,072
+324.9%
163
+270.5%
0.01%
+266.7%
Q1 2023$16,961
+20.7%
440.0%0.00%
+50.0%
Q4 2022$14,054
-17.3%
44
-20.0%
0.00%
-33.3%
Q3 2022$17,000
-5.6%
550.0%0.00%
-25.0%
Q2 2022$18,000
-21.7%
550.0%0.00%0.0%
Q1 2022$23,000
-8.0%
550.0%0.00%
-20.0%
Q4 2021$25,000
+13.6%
550.0%0.01%
+25.0%
Q3 2021$22,000
-31.2%
55
-31.2%
0.00%
-42.9%
Q2 2021$32,000
-17.9%
80
-25.9%
0.01%
-22.2%
Q1 2021$39,000
+2.6%
1080.0%0.01%0.0%
Q4 2020$38,000
+850.0%
108
+170.0%
0.01%
+350.0%
Q1 2015$4,000400.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders