Ballast, 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
Ballast, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,955,424
-8.2%
4,713
-2.1%
0.78%
-4.4%
Q2 2023$2,129,443
+19.9%
4,816
+4.5%
0.82%
+11.8%
Q1 2023$1,776,631
+17.0%
4,609
-3.1%
0.73%
+9.8%
Q4 2022$1,519,114
+12.5%
4,756
+8.2%
0.66%
+0.6%
Q3 2022$1,350,000
-4.1%
4,394
+1.9%
0.66%
+0.6%
Q2 2022$1,408,000
-28.7%
4,312
-9.0%
0.66%
-13.8%
Q1 2022$1,974,000
-10.3%
4,740
-1.4%
0.76%
-11.2%
Q4 2021$2,201,000
-74.5%
4,806
-77.7%
0.86%
-76.5%
Q3 2021$8,642,000
+0.3%
21,535
-0.3%
3.64%
+0.2%
Q2 2021$8,617,000
+15.9%
21,610
+4.2%
3.63%
+1.6%
Q1 2021$7,437,000
+3.9%
20,747
+2.5%
3.58%
-2.1%
Q4 2020$7,159,000
+7.3%
20,236
-5.5%
3.65%
-4.2%
Q3 2020$6,669,000
+16.4%
21,412
+4.2%
3.81%
+5.8%
Q2 2020$5,729,000
+18.4%
20,557
-10.0%
3.60%
+4.8%
Q1 2020$4,840,000
-16.5%
22,842
-3.5%
3.44%
+7.4%
Q4 2019$5,798,000
+20.2%
23,681
+5.8%
3.20%
+8.1%
Q3 2019$4,823,000
+2.4%
22,375
+0.2%
2.96%
+1.2%
Q2 2019$4,710,000
+3.6%
22,335
-1.5%
2.93%
-1.2%
Q1 2019$4,547,000
+22.6%
22,666
+1.9%
2.96%
+4.0%
Q4 2018$3,710,000
-11.0%
22,238
+8.1%
2.85%
-0.1%
Q3 2018$4,168,000
+10.4%
20,574
-0.9%
2.85%
-2.8%
Q2 2018$3,775,000
+6.9%
20,756
+0.6%
2.94%
+4.2%
Q1 2018$3,530,000
+9.6%
20,642
+5.5%
2.82%
+3.6%
Q4 2017$3,222,00019,5612.72%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders