SIMON QUICK ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$991,048
-4.3%
2,389
+2.0%
0.09%
-3.1%
Q2 2023$1,036,003
+22.5%
2,343
+6.8%
0.10%
+4.3%
Q1 2023$845,740
+20.9%
2,194
+0.2%
0.09%
+10.8%
Q4 2022$699,328
+8.8%
2,189
+4.6%
0.08%
-8.8%
Q3 2022$643,000
-18.9%
2,0930.0%0.09%
-12.5%
Q2 2022$793,000
-11.6%
2,093
-2.8%
0.10%
-59.1%
Q1 2022$897,000
-6.7%
2,154
+2.7%
0.25%
-1.2%
Q4 2021$961,000
+15.9%
2,098
+1.5%
0.26%
+20.7%
Q3 2021$829,000
+4.5%
2,067
+4.0%
0.21%
+1.4%
Q2 2021$793,000
+22.0%
1,988
+9.7%
0.21%
+9.9%
Q1 2021$650,000
+5.7%
1,813
+4.3%
0.19%
+3.2%
Q4 2020$615,000
+1562.2%
1,738
+1360.5%
0.18%
+1581.8%
Q3 2020$37,000
+32.1%
119
+20.2%
0.01%0.0%
Q2 2020$28,000
+133.3%
99
+73.7%
0.01%
+175.0%
Q1 2020$12,000
+500.0%
57
+612.5%
0.00%
+300.0%
Q4 2019$2,0000.0%80.0%0.00%0.0%
Q3 2019$2,000
-99.9%
80.0%0.00%0.0%
Q2 2019$1,717,000
+85750.0%
80.0%0.00%0.0%
Q1 2019$2,000
+100.0%
80.0%0.00%
Q4 2018$1,000
-50.0%
80.0%0.00%
-100.0%
Q3 2018$2,000
+100.0%
80.0%0.00%
Q2 2018$1,0000.0%80.0%0.00%
Q1 2018$1,000
-85.7%
8
-80.5%
0.00%
-100.0%
Q4 2017$7,000410.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders