Steward Partners Investment Advisory, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$17,714,453
-17.4%
42,696
-12.0%
0.27%
-15.5%
Q2 2023$21,445,064
+13.4%
48,501
-1.1%
0.32%
+6.3%
Q1 2023$18,903,679
+18.5%
49,041
-1.8%
0.30%
+11.8%
Q4 2022$15,954,258
+0.0%
49,949
-3.7%
0.27%
-9.1%
Q3 2022$15,948,000
-7.8%
51,887
-2.0%
0.30%
-6.0%
Q2 2022$17,297,000
-25.3%
52,968
-4.8%
0.32%
-11.5%
Q1 2022$23,162,000
+15.4%
55,613
+27.0%
0.36%
+17.4%
Q4 2021$20,067,000
+23.3%
43,798
+8.0%
0.30%
+8.9%
Q3 2021$16,271,000
+1.7%
40,547
+1.0%
0.28%
+3.3%
Q2 2021$16,004,000
-99.9%
40,134
-53.7%
0.27%
-0.7%
Q1 2021$31,090,768,000
+227238.2%
86,728
+124.4%
0.27%
-7.8%
Q4 2020$13,676,000
+29.2%
38,656
+13.8%
0.30%
+10.9%
Q3 2020$10,582,000
+14.9%
33,975
+2.8%
0.27%
+1.9%
Q2 2020$9,209,000
+62.0%
33,041
+23.1%
0.26%
+26.0%
Q1 2020$5,685,000
-13.6%
26,833
-0.2%
0.21%
+7.2%
Q4 2019$6,580,000
+13.2%
26,874
-0.3%
0.19%
-1.0%
Q3 2019$5,811,000
+2.6%
26,962
+0.4%
0.20%
-5.8%
Q2 2019$5,666,000
+44.1%
26,867
+37.0%
0.21%
+24.6%
Q1 2019$3,933,000
+6.1%
19,605
-11.8%
0.17%
-7.7%
Q4 2018$3,708,000
-6.5%
22,230
+13.6%
0.18%
-4.2%
Q3 2018$3,965,000
+40.4%
19,572
+25.7%
0.19%
+11.8%
Q2 2018$2,824,000
+32.6%
15,567
+25.0%
0.17%
+15.8%
Q1 2018$2,129,000
+148.7%
12,452
+139.5%
0.15%
+124.6%
Q4 2017$856,000
-6.0%
5,200
-13.3%
0.06%
-30.1%
Q3 2017$911,000
+4.5%
5,998
-3.1%
0.09%
-5.1%
Q2 2017$872,000
+111.7%
6,193
+103.5%
0.10%
+58.1%
Q1 2017$412,000
+836.4%
3,043
+736.0%
0.06%
+210.0%
Q4 2016$44,0003640.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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