Sowell Financial Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 603 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$1,385
-99.9%
3,593
-48.1%
0.11%
+20.2%
Q1 2021$2,556,000
+12.9%
6,928
+8.3%
0.09%
-8.2%
Q4 2020$2,263,000
+19.7%
6,397
+5.4%
0.10%
+3.2%
Q3 2020$1,891,000
+9.2%
6,071
-2.3%
0.09%
-1.1%
Q2 2020$1,732,000
+39.7%
6,213
+6.2%
0.10%
+3.3%
Q1 2020$1,240,000
-26.6%
5,850
-15.2%
0.09%
-28.7%
Q4 2019$1,690,000
+31.5%
6,901
+15.8%
0.13%
+21.7%
Q3 2019$1,285,000
+17.7%
5,960
+9.5%
0.11%
-13.1%
Q1 2019$1,092,000
+12.3%
5,441
-6.6%
0.12%
-11.6%
Q4 2018$972,000
+341.8%
5,827
+410.2%
0.14%
+193.6%
Q2 2018$220,000
-27.9%
1,142
-35.1%
0.05%
-38.2%
Q1 2018$305,000
+11.3%
1,760
-4.7%
0.08%
-2.6%
Q2 2017$274,000
+953.8%
1,847
+823.5%
0.08%
+766.7%
Q4 2016$26,0002000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
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