WEALTHSOURCE PARTNERS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,252 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
WEALTHSOURCE PARTNERS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$315,705
+16.8%
652
+0.2%
0.02%
+16.7%
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 Q2 2023
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders