Bogart Wealth, LLC - 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
Bogart Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$34,795
+11.2%
84
+18.3%
0.00%0.0%
Q2 2023$31,297
-48.2%
71
-54.8%
0.00%
-50.0%
Q1 2023$60,435
-12.3%
157
-27.3%
0.00%
-20.0%
Q4 2022$68,889
+56.6%
216
+52.1%
0.01%
+25.0%
Q3 2022$44,000
-13.7%
142
-9.6%
0.00%0.0%
Q2 2022$51,000
-20.3%
157
+2.6%
0.00%
-20.0%
Q1 2022$64,000
-8.6%
1530.0%0.01%
-16.7%
Q4 2021$70,000
+7.7%
153
-5.6%
0.01%
-14.3%
Q3 2021$65,000
-9.7%
162
-10.0%
0.01%
-12.5%
Q2 2021$72,000
+50.0%
180
+33.3%
0.01%
+14.3%
Q1 2021$48,000
-93.2%
135
-93.2%
0.01%
-94.6%
Q4 2020$702,000
+13.0%
1,986
-0.5%
0.13%
-5.8%
Q3 2020$621,000
+2200.0%
1,996
+1936.7%
0.14%
+2200.0%
Q2 2020$27,000
+440.0%
98
+345.5%
0.01%
+500.0%
Q1 2020$5,0000.0%22
+10.0%
0.00%
-50.0%
Q4 2019$5,000
+400.0%
20
+100.0%
0.00%
Q4 2018$1,000
-50.0%
100.0%0.00%
-100.0%
Q3 2018$2,000100.00%
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