Shepherd Financial Partners LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$566,549
-6.1%
1,366
+0.1%
0.09%
-5.3%
Q2 2023$603,494
+13.3%
1,365
-1.3%
0.09%
+5.6%
Q1 2023$532,671
-6.4%
1,383
-22.4%
0.09%
-13.6%
Q4 2022$568,880
+4.0%
1,783
+0.2%
0.10%
-3.7%
Q3 2022$547,000
-12.6%
1,779
-7.2%
0.11%
-12.3%
Q2 2022$626,000
-21.8%
1,9170.0%0.12%
-14.7%
Q1 2022$800,000
-10.8%
1,917
-2.0%
0.14%
-8.3%
Q4 2021$897,000
+14.3%
1,956
-0.2%
0.16%
+2.6%
Q3 2021$785,0000.0%1,959
-0.5%
0.15%
+2.0%
Q2 2021$785,000
+44.6%
1,969
+29.9%
0.15%
+24.2%
Q1 2021$543,000
+0.9%
1,516
-0.3%
0.12%
-2.4%
Q4 2020$538,000
+52.8%
1,521
+34.5%
0.12%
+48.2%
Q3 2020$352,000
+21.0%
1,131
+8.2%
0.08%
+5.1%
Q2 2020$291,000
+21.2%
1,045
-7.4%
0.08%
-4.8%
Q1 2020$240,000
-13.0%
1,129
+0.2%
0.08%
+29.7%
Q4 2019$276,000
-1.4%
1,127
-13.2%
0.06%
-8.6%
Q3 2019$280,000
-2.4%
1,298
-4.8%
0.07%
+29.6%
Q2 2019$287,000
+1.4%
1,363
-3.4%
0.05%
-1.8%
Q1 2019$283,000
-9.0%
1,411
-24.0%
0.06%
-19.1%
Q4 2018$311,000
-7.7%
1,857
+0.2%
0.07%
-10.5%
Q3 2018$337,000
-0.6%
1,8530.0%0.08%0.0%
Q2 2018$339,0001,8530.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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