Private Ocean, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,018 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$399,148
+10.0%
6920.0%0.04%
-7.9%
Q1 2024$362,977
+8.3%
6920.0%0.04%
+15.2%
Q4 2023$335,052
+60.1%
692
+37.3%
0.03%
+22.2%
Q3 2023$209,216
-6.1%
5040.0%0.03%
-3.6%
Q2 2023$222,781
+528.2%
504
+447.8%
0.03%
+460.0%
Q1 2023$35,463
-15.9%
92
-30.3%
0.01%0.0%
Q4 2022$42,163
+50.6%
132
+43.5%
0.01%
+25.0%
Q3 2022$28,000
-6.7%
920.0%0.00%
-20.0%
Q2 2022$30,000
-21.1%
920.0%0.01%0.0%
Q1 2022$38,000
-17.4%
92
-8.0%
0.01%0.0%
Q4 2021$46,000
+15.0%
1000.0%0.01%0.0%
Q3 2021$40,0000.0%1000.0%0.01%0.0%
Q2 2021$40,000
+11.1%
1000.0%0.01%
-16.7%
Q1 2021$36,000
+2.9%
1000.0%0.01%
-14.3%
Q4 2020$35,000
+12.9%
1000.0%0.01%0.0%
Q3 2020$31,000
+10.7%
100
-2.9%
0.01%0.0%
Q2 2020$28,000
+33.3%
103
+1.0%
0.01%
+16.7%
Q1 2020$21,000
-4.5%
102
-28.7%
0.01%
-53.8%
Q3 2017$22,0001430.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders