WEALTHSOURCE PARTNERS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 742 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$270,207
-12.8%
651
-7.1%
0.02%
-10.0%
Q2 2023$309,873
-9.4%
701
-21.0%
0.02%
-13.0%
Q1 2023$341,842
+17.7%
887
-2.4%
0.02%
+9.5%
Q4 2022$290,408
-30.7%
909
-33.3%
0.02%
-32.3%
Q3 2022$419,000
-21.1%
1,363
-16.2%
0.03%
-20.5%
Q2 2022$531,000
-46.8%
1,627
-32.1%
0.04%
-41.8%
Q1 2022$998,000
-12.8%
2,396
-4.1%
0.07%
-27.2%
Q4 2021$1,145,000
+26.5%
2,498
+10.7%
0.09%
+16.5%
Q3 2021$905,000
+1.3%
2,256
+0.7%
0.08%0.0%
Q2 2021$893,000
+38.0%
2,240
+24.2%
0.08%
+21.5%
Q1 2021$647,000
+3.5%
1,803
+2.2%
0.06%
-11.0%
Q4 2020$625,000
+12.6%
1,765
-1.0%
0.07%
-1.4%
Q3 2020$555,000
+15.4%
1,782
+3.3%
0.07%
+7.2%
Q2 2020$481,000
+64.2%
1,725
+24.7%
0.07%
+50.0%
Q1 2020$293,000
-79.0%
1,383
-75.7%
0.05%
-74.9%
Q4 2019$1,396,000
+205.5%
5,703
+168.9%
0.18%
+169.1%
Q3 2019$457,000
-75.6%
2,121
-76.1%
0.07%
-76.9%
Q2 2019$1,871,0008,8710.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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