Legacy Advisors, 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
Legacy Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$683,519
+21.9%
1,644
+29.7%
0.11%
+32.5%
Q2 2023$560,687
+94.4%
1,268
+69.5%
0.08%
+56.6%
Q1 2023$288,356
+20.9%
748
+0.1%
0.05%
+20.5%
Q4 2022$238,577
+4.2%
747
+0.4%
0.04%
-13.7%
Q3 2022$229,000
-5.8%
7440.0%0.05%0.0%
Q2 2022$243,000
-21.4%
744
+0.1%
0.05%
-15.0%
Q1 2022$309,000
-9.1%
743
+0.1%
0.06%
-52.0%
Q4 2021$340,000
+14.1%
742
+0.3%
0.12%
+5.0%
Q3 2021$298,000
+1.0%
7400.0%0.12%
-0.8%
Q2 2021$295,000
+11.3%
740
+0.3%
0.12%
+2.6%
Q1 2021$265,000
+1.5%
7380.0%0.12%
-20.9%
Q4 2020$261,000
+13.5%
738
+0.1%
0.15%
-2.6%
Q3 2020$230,000
+12.2%
737
+0.1%
0.15%
-6.7%
Q2 2020$205,000
+49.6%
736
+13.2%
0.16%
+75.3%
Q2 2019$137,000
+5.4%
650
+0.2%
0.09%
+121.4%
Q1 2019$130,0006490.04%
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