Vivaldi Capital Management LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$484,188
+13.2%
1,167
+20.7%
0.16%
+19.7%
Q2 2023$427,569
+10.7%
967
-3.5%
0.13%
+12.8%
Q1 2023$386,241
+9.9%
1,002
-7.6%
0.12%
+34.5%
Q4 2022$351,594
+65.8%
1,085
+59.8%
0.09%
+52.6%
Q3 2022$212,0006790.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders