IFG Advisory, LLC - 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
IFG Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,264,824
-3.6%
15,099
+2.8%
0.53%
-8.5%
Q2 2023$6,496,051
+25.5%
14,691
+9.4%
0.58%
+19.0%
Q1 2023$5,174,576
+110444.2%
13,424
-8.4%
0.48%
+3.9%
Q4 2022$4,681
-99.9%
14,656
-5.2%
0.47%
+7.9%
Q3 2022$4,751,000
-3.0%
15,457
+3.0%
0.43%
-16.9%
Q2 2022$4,898,000
-27.4%
15,003
-7.3%
0.52%
-23.5%
Q1 2022$6,743,000
+32.8%
16,192
+46.1%
0.68%
+37.4%
Q4 2021$5,078,000
+17.8%
11,084
+3.2%
0.50%
+6.7%
Q3 2021$4,310,000
-2.5%
10,742
-3.1%
0.46%
-5.5%
Q2 2021$4,419,000
+12.4%
11,081
+1.1%
0.49%
+0.2%
Q1 2021$3,930,000
-2.1%
10,962
-3.4%
0.49%
-11.9%
Q4 2020$4,015,000
+16.5%
11,350
+2.6%
0.56%
-0.4%
Q3 2020$3,445,000
-4.5%
11,061
-14.6%
0.56%
-14.2%
Q2 2020$3,608,000
+36.3%
12,945
+3.6%
0.65%
+10.0%
Q1 2020$2,647,000
-11.4%
12,495
+2.4%
0.59%
+8.4%
Q4 2019$2,988,000
+22.4%
12,204
+7.7%
0.54%
+15.2%
Q3 2019$2,441,000
-11.7%
11,327
-13.6%
0.47%
-3.5%
Q2 2019$2,765,000
+5.7%
13,113
+0.6%
0.49%
-2.0%
Q1 2019$2,615,000
-1.7%
13,034
-18.2%
0.50%
-20.3%
Q4 2018$2,659,000
-24.1%
15,940
-7.8%
0.63%
-4.7%
Q3 2018$3,502,000
+6.3%
17,290
-4.8%
0.66%
-2.8%
Q2 2018$3,293,000
+21.9%
18,156
+14.9%
0.68%
+12.6%
Q1 2018$2,702,000
+5.3%
15,807
+1.5%
0.60%
+4.0%
Q4 2017$2,566,00015,5770.58%
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