Ellevest, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 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 Q1 2022
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders