Curtis Advisory Group, LLC - 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
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 Q3 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 133,321$41,523,00018.90%
NORTHSTAR ASSET MANAGEMENT Co LLC 149,149$46,452,00014.83%
Curtis Advisory Group, LLC 69,130$21,531,00012.70%
Annex Advisory Services, LLC 312,610$97,362,00012.41%
MFA WEALTH ADVISORS, LLC 35,752$11,135,00011.83%
Elwood & Goetz Wealth Advisory Group, LLC 67,683$21,080,00011.36%
HORIZON FINANCIAL SERVICES, LLC 34,545$10,759,00010.45%
TRUST CO OF OKLAHOMA 79,004$24,605,796,00010.13%
Tatro Capital, LLC 27,217$8,477,0009.69%
Madden Advisory Services, Inc. 31,414$9,783,0009.32%
View complete list of VANGUARD WORLD FDS shareholders