Keystone Financial Group - 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
Keystone Financial Group ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,001,083
-5.6%
2,413
+0.6%
0.17%
-6.7%
Q2 2023$1,060,130
+38.4%
2,398
+0.0%
0.18%
+19.2%
Q4 2022$765,731
-4.0%
2,397
-7.7%
0.15%
-6.8%
Q3 2022$798,000
-6.2%
2,597
-0.3%
0.16%
-4.1%
Q2 2022$851,000
-21.1%
2,605
+0.6%
0.17%
-7.7%
Q1 2022$1,079,000
-16.1%
2,590
-7.7%
0.18%
-13.3%
Q4 2021$1,286,000
+25.1%
2,806
+9.5%
0.21%
+13.4%
Q3 2021$1,028,000
+0.8%
2,562
+0.1%
0.19%
+0.5%
Q2 2021$1,020,000
+23.9%
2,559
+11.5%
0.18%
+15.6%
Q1 2021$823,000
+8.0%
2,295
+6.5%
0.16%
+1.3%
Q4 2020$762,000
+13.6%
2,1550.0%0.16%
-4.2%
Q3 2020$671,000
+6.0%
2,155
-5.1%
0.16%
-4.1%
Q2 2020$633,000
+31.6%
2,2700.0%0.17%
+8.2%
Q1 2020$481,000
-12.7%
2,270
+0.8%
0.16%
+7.4%
Q4 2019$551,000
+14.1%
2,252
+0.5%
0.15%
-0.7%
Q3 2019$483,000
+2.3%
2,2400.0%0.15%
-3.2%
Q2 2019$472,000
+5.4%
2,240
+0.4%
0.15%
-3.1%
Q1 2019$448,000
+20.4%
2,232
+0.0%
0.16%
-5.4%
Q4 2018$372,000
+10.1%
2,231
+10.2%
0.17%
-10.6%
Q1 2018$338,000
+14.6%
2,025
+18.4%
0.19%
+2.7%
Q4 2017$295,0001,7110.18%
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