Ellevest, Inc. - 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
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 Q2 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders