Bedel Financial Consulting, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bedel Financial Consulting, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$361,245
+16.6%
817
+1.6%
0.08%0.0%
Q1 2023$309,918
+20.7%
8040.0%0.08%
+17.2%
Q4 2022$256,806
+1.5%
8040.0%0.06%
-4.5%
Q3 2022$253,000
-3.8%
8040.0%0.07%
-13.0%
Q2 2022$263,000
-21.5%
8040.0%0.08%
-26.7%
Q1 2022$335,000
-10.7%
804
-1.8%
0.10%
-10.3%
Q4 2021$375,000
+12.6%
819
-1.4%
0.12%
+2.6%
Q3 2021$333,000
+3.7%
831
+3.4%
0.11%
+1.8%
Q2 2021$321,000
+11.5%
8040.0%0.11%
+0.9%
Q1 2021$288,000
+1.4%
8040.0%0.11%
-11.9%
Q4 2020$284,000
-6.3%
804
-17.5%
0.13%
-16.6%
Q3 2020$303,000
+11.8%
9740.0%0.15%
+3.4%
Q2 2020$271,000
+31.6%
9740.0%0.15%
+7.4%
Q1 2020$206,000
-13.4%
9740.0%0.14%
+0.7%
Q4 2019$238,000
+13.3%
9740.0%0.14%
+7.1%
Q3 2019$210,000
+2.4%
9740.0%0.13%
+0.8%
Q2 2019$205,000
+5.1%
9740.0%0.12%
+0.8%
Q1 2019$195,000
+20.4%
9740.0%0.12%
+6.0%
Q4 2018$162,000
-13.4%
9740.0%0.12%
-6.4%
Q3 2018$187,000
+5.6%
9740.0%0.12%
-3.8%
Q2 2018$177,000
+6.0%
9740.0%0.13%
+2.4%
Q1 2018$167,0009740.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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