Biltmore Family Office, LLC - VANGUARD WORLD FDS ownership

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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%.

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Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$686,039
-9.4%
1,650
-3.5%
0.16%
-2.5%
Q2 2023$757,249
+14.9%
1,7100.0%0.16%
+15.1%
Q1 2023$659,154
+20.7%
1,7100.0%0.14%
+24.1%
Q4 2022$546,191
-11.3%
1,710
-14.5%
0.11%
-20.6%
Q3 2022$616,000
-5.7%
2,0000.0%0.14%
-13.5%
Q2 2022$653,000
-21.6%
2,0000.0%0.16%
-8.4%
Q1 2022$833,000
-9.1%
2,0000.0%0.18%
+2.3%
Q4 2021$916,000
+13.9%
2,0000.0%0.17%
-10.3%
Q3 2021$804,000
-4.2%
2,000
-5.0%
0.19%
-18.5%
Q2 2021$839,000
+11.1%
2,1050.0%0.24%
+1.3%
Q1 2021$755,000
+1.3%
2,1050.0%0.24%
+4.9%
Q4 2020$745,000
+13.6%
2,1050.0%0.22%
-38.8%
Q3 2020$656,000
+11.8%
2,1050.0%0.37%
+3.4%
Q2 2020$587,000
+31.6%
2,1050.0%0.35%
+20.8%
Q1 2020$446,000
-13.4%
2,1050.0%0.29%
+41.5%
Q4 2019$515,000–2,105–0.21%–
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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