Ellevest, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Ellevest, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$123,736
+20.7%
3210.0%0.01%
+11.1%
Q4 2022$102,531
-5.1%
321
-8.3%
0.01%
-10.0%
Q3 2022$108,000
-5.3%
3500.0%0.01%
-9.1%
Q2 2022$114,000
-21.9%
3500.0%0.01%
-8.3%
Q1 2022$146,000
-19.8%
350
-12.1%
0.01%
-25.0%
Q4 2021$182,000
+35.8%
398
+18.8%
0.02%
+23.1%
Q3 2021$134,000
-10.1%
335
-10.4%
0.01%
-13.3%
Q2 2021$149,000
+15.5%
374
+4.2%
0.02%
-6.2%
Q1 2021$129,000
+545.0%
359
+519.0%
0.02%
+433.3%
Q4 2020$20,000
+11.1%
580.0%0.00%0.0%
Q3 2020$18,000
-60.0%
58
-63.8%
0.00%
-70.0%
Q2 2020$45,000
+221.4%
160
+135.3%
0.01%
+150.0%
Q1 2020$14,000680.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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