Bogart Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders