LexAurum Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
LexAurum Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$667,709
+2.2%
1,609
+8.9%
0.20%
-1.0%
Q2 2023$653,293
-0.2%
1,478
-13.0%
0.20%
-9.2%
Q1 2023$654,487
+20.2%
1,698
-0.4%
0.22%
+11.3%
Q4 2022$544,282
+4.3%
1,704
+0.4%
0.20%
-3.5%
Q3 2022$522,000
-24.6%
1,698
-19.9%
0.20%
-22.0%
Q2 2022$692,000
-21.5%
2,119
+0.2%
0.26%
-9.8%
Q1 2022$881,000
-12.3%
2,115
-3.5%
0.29%
-12.2%
Q4 2021$1,004,000
+20.5%
2,191
+5.5%
0.33%
+32.9%
Q3 2021$833,000
+33.7%
2,077
+32.9%
0.25%
+33.7%
Q2 2021$623,000
+16.4%
1,563
+4.6%
0.18%
+0.5%
Q1 2021$535,000
+2.7%
1,494
+1.4%
0.18%
-2.1%
Q4 2020$521,000
+15.5%
1,474
+1.7%
0.19%
+1.1%
Q3 2020$451,000
+11.6%
1,449
+0.1%
0.18%
-16.3%
Q2 2020$404,000
+61.0%
1,448
+22.1%
0.22%
+27.0%
Q1 2020$251,000
-49.0%
1,186
-41.0%
0.17%
-28.4%
Q4 2019$492,000
+65.1%
2,010
+45.3%
0.24%
+38.1%
Q3 2019$298,000
-3.6%
1,383
-5.7%
0.18%
-7.9%
Q2 2019$309,000
-4.6%
1,466
-9.3%
0.19%
-10.7%
Q1 2019$324,000
+20.0%
1,6160.0%0.21%
+2.4%
Q4 2018$270,000
-20.4%
1,616
-3.5%
0.21%
-12.2%
Q3 2018$339,000
+0.3%
1,674
-10.2%
0.24%
-20.7%
Q2 2018$338,000
+13.4%
1,865
+6.9%
0.30%
+19.0%
Q1 2018$298,000
-6.9%
1,745
-5.3%
0.25%
-16.0%
Q4 2017$320,0001,8430.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders