FormulaFolio Investments, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$11,000
+10.0%
280.0%0.00%
+33.3%
Q1 2021$10,000
-99.8%
28
-99.8%
0.00%
-96.5%
Q4 2020$4,110,000
+1531.0%
11,616
+875.3%
0.09%
+561.5%
Q1 2020$252,000
-25.9%
1,191
-14.1%
0.01%
+8.3%
Q4 2019$340,000
+31.3%
1,387
+15.3%
0.01%
+20.0%
Q3 2019$259,000
+22.7%
1,203
+20.4%
0.01%
+11.1%
Q2 2019$211,000
-96.8%
999
-98.0%
0.01%
-98.8%
Q1 2017$6,622,000
+30.4%
48,824
+16.8%
0.73%
+7.2%
Q4 2016$5,079,00041,8030.68%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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