Tortoise Investment Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 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 Q1 2023
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