Peak Financial Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$439,000
+14.0%
9590.0%0.14%
+9.2%
Q3 2021$385,000
+0.8%
9590.0%0.13%0.0%
Q2 2021$382,000
+11.0%
9590.0%0.13%
+4.0%
Q1 2021$344,000
-6.0%
959
-7.3%
0.12%
-9.4%
Q4 2020$366,000
+22.4%
1,034
+7.8%
0.14%
+7.0%
Q3 2020$299,000
+12.0%
9590.0%0.13%
+3.2%
Q2 2020$267,000
+31.5%
9590.0%0.12%
+20.2%
Q1 2020$203,000
-51.2%
959
-43.6%
0.10%
+16.9%
Q4 2019$416,000
+23.8%
1,700
+6.6%
0.09%
-41.1%
Q2 2019$336,000
-57.5%
1,595
-59.5%
0.15%
-17.0%
Q1 2019$790,000
+136.5%
3,940
+96.7%
0.18%
+11.0%
Q4 2018$334,000
-58.9%
2,003
-50.0%
0.16%
-10.4%
Q3 2018$812,000
+123.7%
4,006
+100.0%
0.18%
+8.9%
Q2 2018$363,000
+2.5%
2,003
-3.2%
0.17%0.0%
Q1 2018$354,000
-49.9%
2,070
-51.6%
0.17%
+25.4%
Q4 2017$706,000
-4.6%
4,280
-12.2%
0.13%
-6.3%
Q3 2017$740,000
-97.3%
4,872
-97.5%
0.14%
-97.4%
Q2 2017$27,888,000
+83.7%
198,008
+76.9%
5.46%
-11.0%
Q1 2017$15,183,000
-43.5%
111,942
-49.4%
6.13%
+4.8%
Q4 2016$26,894,000
-8.1%
221,348
-8.9%
5.85%
-7.5%
Q3 2016$29,252,000
+109.8%
243,014
+86.7%
6.33%
+1.8%
Q2 2016$13,940,000
-29.9%
130,168
-29.1%
6.22%
-31.6%
Q4 2015$19,880,000183,5839.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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