FINANCIAL CONSULATE, INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
FINANCIAL CONSULATE, INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$620,276
-6.2%
1,4950.0%0.27%
-2.1%
Q2 2023$661,030
+14.7%
1,4950.0%0.28%
+39.3%
Q1 2023$576,278
+24.1%
1,495
+2.8%
0.20%
+24.1%
Q4 2022$464,422
+3.9%
1,4540.0%0.16%
-14.3%
Q3 2022$447,000
-5.9%
1,4540.0%0.19%
-15.2%
Q2 2022$475,000
-21.6%
1,4540.0%0.22%
-4.3%
Q1 2022$606,000
-9.0%
1,4540.0%0.23%
+0.9%
Q4 2021$666,000
+14.2%
1,4540.0%0.23%
+9.5%
Q3 2021$583,000
+0.5%
1,4540.0%0.21%
+1.0%
Q2 2021$580,000
+7.6%
1,454
-3.3%
0.21%
-4.6%
Q1 2021$539,000
+1.3%
1,5040.0%0.22%
-4.8%
Q4 2020$532,000
+13.7%
1,5040.0%0.23%
+3.6%
Q3 2020$468,000
+11.7%
1,5040.0%0.22%
+4.2%
Q2 2020$419,000
+31.3%
1,5040.0%0.21%
+12.7%
Q1 2020$319,000
-13.3%
1,5040.0%0.19%
+16.0%
Q4 2019$368,0001,5040.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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