Quaker Wealth Management, LLC - 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
Quaker Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,639,165
-15.1%
16,002
-9.5%
3.24%
-8.4%
Q2 2023$7,821,929
+15.1%
17,690
+0.3%
3.53%
+11.3%
Q1 2023$6,798,344
+74854.2%
17,637
-37.9%
3.17%
-31.0%
Q4 2022$9,070
-99.9%
28,396
+0.2%
4.60%
+0.9%
Q3 2022$8,714,000
+5.1%
28,351
+11.7%
4.56%
+9.0%
Q2 2022$8,290,000
+26.8%
25,387
+61.8%
4.18%
+47.5%
Q1 2022$6,536,000
-2.7%
15,693
+7.1%
2.84%
-0.6%
Q4 2021$6,714,000
+19.9%
14,655
+5.0%
2.85%
-55.6%
Q3 2021$5,602,000
+6.3%
13,960
-5.0%
6.43%
+163.0%
Q1 2021$5,268,000
-7.8%
14,696
-9.0%
2.44%
-18.5%
Q4 2020$5,715,000
+7.3%
16,154
-5.5%
3.00%
+4.8%
Q3 2020$5,325,000
+13.5%
17,099
+1.6%
2.86%
+2.2%
Q2 2020$4,690,000
+52.7%
16,826
+16.1%
2.80%
+28.3%
Q1 2020$3,072,000
+18.6%
14,497
+37.0%
2.18%
+41.8%
Q4 2019$2,590,00010,5791.54%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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