Northeast Financial Consultants Inc - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Northeast Financial Consultants Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,309,425
-2.7%
3,156
+3.7%
0.08%
-1.2%
Q2 2023$1,345,936
+14.7%
3,0440.0%0.08%
+10.7%
Q1 2023$1,173,371
+20.7%
3,0440.0%0.08%
+13.6%
Q4 2022$972,284
+34.1%
3,044
+29.0%
0.07%
+24.5%
Q3 2022$725,000
-5.8%
2,3590.0%0.05%
-1.9%
Q2 2022$770,000
-21.6%
2,3590.0%0.05%
-5.3%
Q1 2022$982,000
-9.2%
2,3590.0%0.06%
-12.3%
Q4 2021$1,081,000
+14.1%
2,3590.0%0.06%
+3.2%
Q3 2021$947,000
+0.6%
2,3590.0%0.06%0.0%
Q2 2021$941,000
+11.1%
2,359
-0.1%
0.06%
-3.1%
Q1 2021$847,000
+43.6%
2,362
+41.7%
0.06%
+32.7%
Q4 2020$590,000
+17.3%
1,667
+3.3%
0.05%
+8.9%
Q3 2020$503,000
+11.8%
1,6140.0%0.04%
+4.7%
Q2 2020$450,000
+31.6%
1,6140.0%0.04%
+10.3%
Q1 2020$342,000
-13.4%
1,6140.0%0.04%
+11.4%
Q4 2019$395,000
+13.5%
1,6140.0%0.04%0.0%
Q3 2019$348,000
+2.4%
1,6140.0%0.04%0.0%
Q2 2019$340,000
+4.9%
1,6140.0%0.04%
-2.8%
Q1 2019$324,000–1,614–0.04%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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