Curtis Advisory Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Curtis Advisory Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$28,204,902
-6.2%
67,9800.0%9.38%
-2.4%
Q2 2023$30,058,037
+16.2%
67,980
+1.3%
9.61%
+1.8%
Q1 2023$25,857,328
+20.7%
67,0800.0%9.44%
+10.3%
Q4 2022$21,426,023
+3.9%
67,0800.0%8.57%
+1.1%
Q3 2022$20,618,000
-5.9%
67,0800.0%8.47%
-2.6%
Q2 2022$21,905,000
-22.3%
67,080
-0.9%
8.69%
-8.7%
Q1 2022$28,187,000
-15.4%
67,680
-6.9%
9.52%
-12.9%
Q4 2021$33,300,000
+19.8%
72,680
+4.9%
10.93%
+8.3%
Q3 2021$27,801,000
+0.6%
69,2800.0%10.10%
-15.7%
Q2 2021$27,627,000
+11.5%
69,280
+0.2%
11.98%
+9.1%
Q1 2021$24,782,000
+1.3%
69,1300.0%10.98%
-7.7%
Q4 2020$24,458,000
+13.6%
69,1300.0%11.91%
-6.2%
Q3 2020$21,531,000
+11.8%
69,1300.0%12.70%
-8.1%
Q2 2020$19,267,000
+71.1%
69,130
+30.1%
13.82%
+85.9%
Q1 2020$11,258,000
-13.5%
53,1300.0%7.43%
-0.7%
Q4 2019$13,009,00053,1307.48%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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