Clearwater Capital Advisors, 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
Clearwater Capital Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$374,655
-19.8%
903
-14.5%
0.05%
-17.9%
Q2 2023$466,921
+16.0%
1,056
+1.1%
0.06%
+14.3%
Q1 2023$402,431
+9.7%
1,044
-9.1%
0.05%
+2.1%
Q4 2022$367,002
+5.2%
1,149
+1.3%
0.05%0.0%
Q3 2022$349,000
-4.4%
1,134
+1.4%
0.05%
-4.0%
Q2 2022$365,000
-21.7%
1,1180.0%0.05%
-5.7%
Q1 2022$466,000
-9.0%
1,1180.0%0.05%
-5.4%
Q4 2021$512,000
+2.0%
1,118
-10.6%
0.06%
-3.4%
Q3 2021$502,000
-3.1%
1,250
-3.8%
0.06%
-3.3%
Q2 2021$518,000
+62.4%
1,300
+45.9%
0.06%
+50.0%
Q1 2021$319,000
-1.2%
891
-2.5%
0.04%
-7.0%
Q4 2020$323,000
+13.3%
9140.0%0.04%
-4.4%
Q3 2020$285,000
-4.7%
914
-14.9%
0.04%
-10.0%
Q2 2020$299,000
+38.4%
1,074
+21.9%
0.05%
+38.9%
Q4 2019$216,000
-12.6%
881
-23.2%
0.04%
-18.2%
Q3 2019$247,000
-21.8%
1,147
-23.5%
0.04%
-22.8%
Q2 2019$316,000
-2.2%
1,500
-6.9%
0.06%
-6.6%
Q1 2019$323,000
+7.3%
1,612
-10.7%
0.06%
-7.6%
Q4 2018$301,000
-28.3%
1,806
-13.0%
0.07%
-19.5%
Q3 2018$420,000
+11.7%
2,0750.0%0.08%
+6.5%
Q2 2018$376,000
+5.9%
2,0750.0%0.08%
+5.5%
Q1 2018$355,000
+6.9%
2,075
+2.9%
0.07%0.0%
Q4 2017$332,000
+12.5%
2,017
+6.0%
0.07%
+5.8%
Q3 2017$295,000
+8.1%
1,902
-0.4%
0.07%
-1.4%
Q2 2017$273,000
+9.6%
1,910
+3.5%
0.07%
+2.9%
Q1 2017$249,0001,8460.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders