Sowell Financial Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

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 Q2 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders