LEVEL FOUR ADVISORY SERVICES, 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
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$940,163
-7.5%
2,266
-1.4%
0.06%0.0%
Q2 2023$1,016,526
+13.8%
2,299
-0.8%
0.06%
+3.4%
Q1 2023$893,519
+18.2%
2,318
-2.1%
0.06%
+5.4%
Q4 2022$756,043
+7.5%
2,367
+3.5%
0.06%
-17.6%
Q3 2022$703,000
-6.8%
2,286
-1.0%
0.07%
-4.2%
Q2 2022$754,000
-25.2%
2,308
-4.6%
0.07%
-10.1%
Q1 2022$1,008,000
-20.1%
2,420
-12.1%
0.08%
-17.7%
Q4 2021$1,261,000
+423.2%
2,753
+355.0%
0.10%
+464.7%
Q2 2021$241,000
-59.7%
605
-63.7%
0.02%
-63.0%
Q1 2021$598,000
+1.2%
1,667
-0.2%
0.05%
-2.1%
Q4 2020$591,0000.0%1,671
-12.0%
0.05%
+2.2%
Q3 2020$591,000
-36.5%
1,899
-43.0%
0.05%
-36.1%
Q2 2020$931,000
+40.2%
3,332
+5.8%
0.07%
-10.0%
Q1 2020$664,000
-33.4%
3,149
-23.0%
0.08%
+105.1%
Q4 2019$997,000
+99.0%
4,092
+76.1%
0.04%
-25.0%
Q3 2019$501,000
+58.5%
2,324
+55.3%
0.05%
+62.5%
Q2 2019$316,000
+5.3%
1,4960.0%0.03%
-3.0%
Q1 2019$300,000
-31.5%
1,496
-43.1%
0.03%
-40.0%
Q4 2018$438,000
-32.1%
2,628
-17.4%
0.06%
-21.4%
Q3 2018$645,000
-5.6%
3,183
-15.3%
0.07%
+40.0%
Q2 2018$683,000
+14.6%
3,760
+7.8%
0.05%
+8.7%
Q1 2018$596,000
+19.9%
3,488
+15.6%
0.05%
+17.9%
Q4 2017$497,000
+7.8%
3,017
-0.5%
0.04%
-4.9%
Q3 2017$461,000
-9.8%
3,033
-20.1%
0.04%
-48.1%
Q2 2017$511,000
-2.1%
3,796
-2.1%
0.08%
+49.1%
Q1 2017$522,000
+14.0%
3,878
+2.8%
0.05%
-8.6%
Q4 2016$458,0003,7730.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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