Financial Insights, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Insights, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$820,900
+18.8%
2,013
+12.3%
0.29%
+4.3%
Q1 2023$691,148
+18.2%
1,793
-2.0%
0.28%
+1.4%
Q4 2022$584,520
+6.1%
1,830
+2.1%
0.28%
-25.3%
Q3 2022$551,000
-13.1%
1,793
-7.6%
0.37%
-42.3%
Q2 2022$634,000
-25.4%
1,940
-4.9%
0.64%
-17.7%
Q1 2022$850,000
-8.1%
2,041
+1.1%
0.78%
-2.1%
Q4 2021$925,000
+16.1%
2,018
+1.6%
0.80%
+8.9%
Q3 2021$797,000
-89.9%
1,987
+0.3%
0.73%
+12.1%
Q2 2021$7,900,000
+1041.6%
1,981
+2.6%
0.65%
+28.0%
Q1 2021$692,000
+5.8%
1,930
+4.4%
0.51%
+0.8%
Q4 2020$654,000
-6.6%
1,849
-17.7%
0.51%
-14.9%
Q3 2020$700,000
+13.5%
2,247
-45.8%
0.60%
+8.8%
Q2 2020$617,000
+19.3%
4,147
+70.0%
0.55%
+0.6%
Q1 2020$517,000
+12.9%
2,439
+30.4%
0.54%
+35.6%
Q4 2019$458,000
+69.6%
1,871
+49.4%
0.40%
+55.2%
Q3 2019$270,000
+2.7%
1,252
-0.8%
0.26%
-3.0%
Q2 2019$263,000
-2.6%
1,262
-0.4%
0.27%
-5.0%
Q1 2019$270,000
+14.4%
1,267
-3.1%
0.28%
+6.8%
Q4 2018$236,0001,3080.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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