Capital Analysts, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$119
+296.7%
287
+322.1%
0.01%
+250.0%
Q2 2023$30
+15.4%
680.0%0.00%
+100.0%
Q1 2023$26
+73.3%
68
+44.7%
0.00%0.0%
Q4 2022$15
-99.6%
47
+261.5%
0.00%
Q3 2022$4,0000.0%130.0%0.00%
Q2 2022$4,000
-84.6%
13
-79.4%
0.00%
-100.0%
Q1 2022$26,000
+333.3%
63
+384.6%
0.00%
Q4 2021$6,000
+20.0%
130.0%0.00%
Q3 2021$5,000
-37.5%
13
-35.0%
0.00%
-100.0%
Q2 2021$8,000
-38.5%
20
-42.9%
0.00%0.0%
Q1 2021$13,000
-94.4%
35
-95.3%
0.00%
-95.5%
Q3 2020$231,000
+11450.0%
743
+5615.4%
0.02%
Q1 2018$2,000130.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders