180 WEALTH ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
180 WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$232,262
-6.8%
560
-0.9%
0.05%
-5.5%
Q2 2023$249,289
-1.1%
565
-13.6%
0.06%
-6.8%
Q1 2023$252,112
+14.2%
654
+3.8%
0.06%
+13.5%
Q4 2022$220,836
+10.4%
630
+3.1%
0.05%
+2.0%
Q2 2022$200,000
-3.8%
611
+15.3%
0.05%
+13.3%
Q1 2022$208,000
-4.1%
530
-1.9%
0.04%
-8.2%
Q4 2021$217,000
-4.4%
5400.0%0.05%
-2.0%
Q3 2021$227,000
-76.2%
540
-79.9%
0.05%
-81.8%
Q4 2020$953,000
+16.4%
2,693
+5.6%
0.28%
-10.4%
Q3 2020$819,000
+12.8%
2,5490.0%0.31%
+6.6%
Q2 2020$726,000
+38.0%
2,549
-0.2%
0.29%
+5.5%
Q1 2020$526,000
-19.1%
2,5540.0%0.27%
+5.4%
Q4 2019$650,000
+16.5%
2,5540.0%0.26%
+4.9%
Q3 2019$558,000
+0.5%
2,5540.0%0.25%
-1.2%
Q2 2019$555,000
+7.4%
2,554
+2.6%
0.25%
+6.4%
Q1 2019$517,0002,4890.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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