White Lighthouse Investment Management Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$16,924,657
-6.1%
40,792
+0.1%
4.11%
-4.5%
Q2 2023$18,020,579
+8.2%
40,756
-5.7%
4.30%
+2.5%
Q1 2023$16,661,487
+19.2%
43,224
-1.2%
4.20%
+10.5%
Q4 2022$13,976,220
-0.7%
43,756
-4.5%
3.80%
-7.4%
Q3 2022$14,078,000
-1.1%
45,800
+5.1%
4.10%
+0.7%
Q2 2022$14,234,000
-15.9%
43,590
+7.2%
4.07%
-5.4%
Q1 2022$16,933,000
+0.2%
40,657
+10.3%
4.31%
+2.3%
Q4 2021$16,895,000
+16.1%
36,876
+1.7%
4.21%
+7.8%
Q3 2021$14,554,000
-2.2%
36,269
-2.8%
3.90%
-4.2%
Q2 2021$14,874,000
+12.3%
37,300
+1.0%
4.08%
+0.5%
Q1 2021$13,245,000
+3.3%
36,947
+1.9%
4.05%
-1.0%
Q4 2020$12,825,000
+8.9%
36,250
-4.1%
4.09%
+0.4%
Q3 2020$11,775,000
+9.7%
37,808
-1.8%
4.08%
+3.4%
Q2 2020$10,734,000
+85.3%
38,512
+40.8%
3.94%
+62.6%
Q1 2020$5,794,000
+2.0%
27,343
+17.8%
2.42%
+16.4%
Q4 2019$5,683,000
+25.8%
23,210
+10.7%
2.08%
+14.6%
Q3 2019$4,518,000
+4.2%
20,961
+2.0%
1.82%
+0.5%
Q2 2019$4,334,000
+18.7%
20,550
+12.9%
1.81%
+7.9%
Q1 2019$3,651,000
+27.5%
18,200
+6.0%
1.68%
+6.5%
Q4 2018$2,863,000
-14.5%
17,163
+3.8%
1.57%
-8.0%
Q3 2018$3,350,000
+15.0%
16,539
+3.0%
1.71%
+6.9%
Q2 2018$2,912,000
+12.6%
16,053
+6.1%
1.60%
+7.8%
Q1 2018$2,586,000
+2.3%
15,123
-1.5%
1.48%
+2.1%
Q4 2017$2,529,00015,3531.45%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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