Capital Bank & Trust Co - 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
Capital Bank & Trust Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$328,000
+7.5%
916
+6.3%
0.00%0.0%
Q4 2020$305,000
+13.8%
8620.0%0.00%0.0%
Q3 2020$268,000
+11.7%
8620.0%0.00%0.0%
Q2 2020$240,000
+7.6%
862
-18.1%
0.00%0.0%
Q1 2020$223,000
+5.7%
1,053
+22.2%
0.00%
+33.3%
Q4 2019$211,000
+13.4%
8620.0%0.00%0.0%
Q3 2019$186,000
+75.5%
862
+70.7%
0.00%
+200.0%
Q2 2019$106,000
+5.0%
5050.0%0.00%0.0%
Q1 2019$101,000
+20.2%
5050.0%0.00%0.0%
Q4 2018$84,000
-74.9%
505
-69.5%
0.00%
-75.0%
Q3 2018$335,000
+11.7%
1,6550.0%0.00%0.0%
Q2 2018$300,000
+6.0%
1,6550.0%0.00%0.0%
Q1 2018$283,000
+3.7%
1,6550.0%0.00%0.0%
Q4 2017$273,000
+28.2%
1,655
+18.2%
0.00%
+33.3%
Q3 2017$213,0001,4000.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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