Arete Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 617 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$681,679
+100740.1%
1,643
+7.5%
0.12%
+96.7%
Q2 2023$676
+19.2%
1,528
+3.9%
0.06%
+30.4%
Q1 2023$567
-100.0%
1,470
+24.6%
0.05%
+39.4%
Q4 2022$376,931,550
+110437.1%
1,180
+6.4%
0.03%0.0%
Q3 2022$341,000
+60.8%
1,109
+71.4%
0.03%
+57.1%
Q2 2022$212,000
-47.1%
647
-32.8%
0.02%
-38.2%
Q1 2022$401,000
-33.2%
963
-26.5%
0.03%
-33.3%
Q4 2021$600,000
+30.7%
1,310
+14.5%
0.05%0.0%
Q3 2021$459,000
+4.1%
1,144
-7.0%
0.05%
-8.9%
Q1 2021$441,000
-23.4%
1,230
-25.6%
0.06%
-31.7%
Q4 2020$576,000
+3.0%
1,654
-8.8%
0.08%
-2.4%
Q3 2020$559,000
-15.4%
1,814
-23.5%
0.08%
-27.0%
Q2 2020$661,000
+4.6%
2,370
-8.1%
0.12%
+4.5%
Q4 2019$632,000
+13.9%
2,579
+0.2%
0.11%
+3.8%
Q3 2019$555,000
-2.3%
2,574
-4.4%
0.11%
-3.6%
Q2 2019$568,000
-1.4%
2,693
-6.2%
0.11%
-8.3%
Q1 2019$576,000
+21.8%
2,872
+1.2%
0.12%
+4.3%
Q4 2018$473,000
-17.5%
2,837
+0.3%
0.12%
-9.4%
Q3 2018$573,000
+9.8%
2,829
-1.6%
0.13%
+2.4%
Q2 2018$522,000
+3.6%
2,876
-2.4%
0.12%
-25.7%
Q1 2018$504,000
+1.4%
2,946
-2.3%
0.17%
+3.1%
Q4 2017$497,000
+7.8%
3,016
-0.6%
0.16%
-12.0%
Q3 2017$461,000
+8.0%
3,035
+0.1%
0.18%
-5.6%
Q2 2017$427,000
+28.6%
3,033
+24.0%
0.20%
+34.5%
Q1 2017$332,000
+15.3%
2,445
+3.2%
0.14%
+9.0%
Q4 2016$288,0002,3700.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders