HARVEST GROUP WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 764 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
HARVEST GROUP WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$399,347
+6.8%
1,036
-11.5%
0.25%
+0.8%
Q4 2022$374,029
-31.9%
1,171
-31.7%
0.25%
-32.6%
Q3 2022$549,000
-15.0%
1,714
-3.3%
0.36%
-8.3%
Q2 2022$646,000
-13.1%
1,773
-0.6%
0.40%
-5.7%
Q1 2022$743,000
-37.3%
1,784
-31.0%
0.42%
-36.5%
Q4 2021$1,185,000
+12.1%
2,586
-1.8%
0.66%
+7.1%
Q3 2021$1,057,000
-5.5%
2,633
-6.2%
0.62%
-6.9%
Q2 2021$1,119,000
-34.6%
2,807
-36.3%
0.67%
-37.8%
Q1 2021$1,710,000
-73.7%
4,407
-76.0%
1.07%
-72.3%
Q4 2020$6,500,000
+4.4%
18,372
-8.1%
3.88%
-10.2%
Q3 2020$6,228,000
-4.6%
19,996
-14.6%
4.32%
-20.9%
Q2 2020$6,527,000
-6.1%
23,419
-28.6%
5.46%
-22.1%
Q1 2020$6,954,00032,8207.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders