Riverpoint Wealth Management Holdings, LLC - 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
Riverpoint Wealth Management Holdings, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$800,194
-12.4%
1,929
-6.6%
0.26%
-9.0%
Q2 2023$913,476
+14.7%
2,0660.0%0.29%
+5.5%
Q1 2023$796,358
+20.7%
2,066
+0.0%
0.28%
+12.7%
Q4 2022$659,520
+4.0%
2,065
+0.1%
0.24%
-9.6%
Q3 2022$634,000
-5.8%
2,0620.0%0.27%
-0.4%
Q2 2022$673,000
-21.6%
2,062
+0.0%
0.27%
-8.8%
Q1 2022$858,000
-4.8%
2,061
+4.8%
0.30%
-2.9%
Q4 2021$901,000
+14.2%
1,967
+0.1%
0.31%
+10.5%
Q3 2021$789,000
+0.6%
1,9650.0%0.28%
+27.6%
Q2 2021$784,000
+11.4%
1,9650.0%0.22%
+1.9%
Q1 2021$704,000
+1.3%
1,965
+0.1%
0.21%
-3.2%
Q4 2020$695,000
+13.7%
1,964
+0.1%
0.22%
-0.9%
Q3 2020$611,000
+11.7%
1,963
+0.1%
0.22%
+4.2%
Q2 2020$547,000
+31.5%
1,962
+0.1%
0.21%
+4.9%
Q1 2020$416,000
-13.3%
1,9610.0%0.20%
+6.8%
Q4 2019$480,000
+13.7%
1,961
+0.1%
0.19%
+1.6%
Q3 2019$422,000
+2.2%
1,9590.0%0.19%
-0.5%
Q2 2019$413,000
+5.1%
1,959
+0.1%
0.19%
-1.1%
Q1 2019$393,000
+20.2%
1,958
+0.1%
0.19%
+4.4%
Q4 2018$327,000
-17.6%
1,957
+0.1%
0.18%
-9.9%
Q3 2018$397,000
+12.1%
1,955
+0.1%
0.20%
+2.5%
Q2 2018$354,000
+9.3%
1,953
+3.0%
0.20%
+0.5%
Q1 2018$324,000
+3.8%
1,896
+0.1%
0.20%
+0.5%
Q4 2017$312,000
+6.5%
1,895
+0.1%
0.20%
+1.6%
Q3 2017$293,000
+8.5%
1,894
+0.1%
0.19%
+1.1%
Q2 2017$270,000
+5.9%
1,893
+0.1%
0.19%
-1.6%
Q1 2017$255,000
+7.6%
1,892
+0.1%
0.19%
+0.5%
Q4 2016$237,0001,8910.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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