Verdence Capital Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 756 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Verdence Capital Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$406,543
-8.3%
980
-2.3%
0.04%
-13.7%
Q2 2023$443,337
+18.9%
1,003
+3.6%
0.05%
+13.3%
Q1 2023$373,004
+14.8%
968
-4.8%
0.04%
+12.5%
Q4 2022$324,965
-8.7%
1,017
-12.3%
0.04%
-18.4%
Q3 2022$356,000
+2.3%
1,159
+8.6%
0.05%
+8.9%
Q2 2022$348,000
-19.1%
1,067
+3.4%
0.04%
-8.2%
Q1 2022$430,000
-9.1%
1,032
+0.1%
0.05%
-12.5%
Q4 2021$473,000
+16.5%
1,031
+1.9%
0.06%
+5.7%
Q3 2021$406,000
+4.9%
1,012
+4.1%
0.05%
-1.9%
Q2 2021$387,000
-2.8%
972
-12.5%
0.05%
-19.4%
Q1 2021$398,000
+3.6%
1,111
+2.4%
0.07%
-8.2%
Q4 2020$384,000
+13.6%
1,085
+0.1%
0.07%
-5.2%
Q3 2020$338,000
+10.5%
1,084
-1.3%
0.08%
+2.7%
Q2 2020$306,000
+31.3%
1,098
+0.1%
0.08%
+7.1%
Q1 2020$233,000
-27.9%
1,097
-42.0%
0.07%
-10.3%
Q1 2018$323,000
-0.9%
1,891
-4.4%
0.08%0.0%
Q4 2017$326,0001,9780.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 133,321$41,523,00018.90%
NORTHSTAR ASSET MANAGEMENT Co LLC 149,149$46,452,00014.83%
Curtis Advisory Group, LLC 69,130$21,531,00012.70%
Annex Advisory Services, LLC 312,610$97,362,00012.41%
MFA WEALTH ADVISORS, LLC 35,752$11,135,00011.83%
Elwood & Goetz Wealth Advisory Group, LLC 67,683$21,080,00011.36%
HORIZON FINANCIAL SERVICES, LLC 34,545$10,759,00010.45%
TRUST CO OF OKLAHOMA 79,004$24,605,796,00010.13%
Tatro Capital, LLC 27,217$8,477,0009.69%
Madden Advisory Services, Inc. 31,414$9,783,0009.32%
View complete list of VANGUARD WORLD FDS shareholders