WealthPLAN Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 360 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.21 and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$241,691
+16.8%
4990.0%0.02%
+4.2%
Q3 2023$206,904
-1.3%
499
+5.3%
0.02%
-20.0%
Q2 2023$209,592
+21.4%
474
+5.8%
0.03%
+50.0%
Q1 2023$172,698
-14.9%
448
-18.4%
0.02%
+17.6%
Q4 2020$203,000
-97.8%
549
+684.3%
0.02%
-48.5%
Q1 2017$9,426,000
-56.5%
70
-61.3%
0.03%
+371.4%
Q3 2016$21,678,000
+94152.2%
181
-14.2%
0.01%
Q2 2016$23,000
-99.9%
211
-81.3%
0.00%
-100.0%
Q4 2015$33,658,000
+76395.5%
1,130
+175.6%
0.01%
-73.7%
Q2 2015$44,000
-73.7%
410
-73.7%
0.02%
-75.6%
Q1 2015$167,0001,5600.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
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