IBEX WEALTH ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$1,772,000
-16.0%
4,254
-7.6%
0.34%
-9.1%
Q4 2021$2,109,000
+27.0%
4,603
+11.2%
0.37%
+16.6%
Q3 2021$1,661,000
+5.0%
4,140
+4.4%
0.32%
+1.3%
Q2 2021$1,582,000
+1902.5%
3,966
+957.6%
0.32%
+1273.9%
Q2 2019$79,000
-43.6%
375
-66.3%
0.02%
-65.7%
Q4 2016$140,0001,1120.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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