Cascade Investment Advisors, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Cascade Investment Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$75,167
-99.9%
1950.0%0.06%
+20.0%
Q2 2022$63,677,000
-21.6%
1950.0%0.05%
+2.0%
Q1 2022$81,213,000
-19.4%
195
-11.4%
0.05%
-16.9%
Q4 2021$100,797,000
+14.2%
2200.0%0.06%
+1.7%
Q3 2021$88,283,000
+0.6%
2200.0%0.06%
+5.5%
Q2 2021$87,729,000
+11.2%
2200.0%0.06%
+7.8%
Q1 2021$78,867,000
+1.3%
2200.0%0.05%
-10.5%
Q4 2020$77,833,000
+13.6%
2200.0%0.06%
-1.7%
Q3 2020$68,519,000
+11.7%
2200.0%0.06%0.0%
Q2 2020$61,316,000
+31.5%
2200.0%0.06%
+13.7%
Q1 2020$46,618,000
-13.5%
2200.0%0.05%
+24.4%
Q4 2019$53,867,000
+13.6%
2200.0%0.04%
+10.8%
Q3 2019$47,421,000
+2.2%
2200.0%0.04%
-5.1%
Q2 2019$46,395,000
+5.1%
2200.0%0.04%
-2.5%
Q1 2019$44,138,000
+20.3%
2200.0%0.04%
+8.1%
Q4 2018$36,702,0002200.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders