Leeward Financial Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,252 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Leeward Financial Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$15,183,131
+23.3%
26,333
+12.1%
6.16%
+18.4%
Q1 2024$12,314,980
+14.2%
23,487
+5.4%
5.21%
+0.0%
Q4 2023$10,782,723
+18.6%
22,278
+1.6%
5.21%
+3.5%
Q3 2023$9,094,199
+4.7%
21,919
+11.6%
5.03%
+0.8%
Q2 2023$8,687,560
+37.4%
19,648
+19.8%
5.00%
+28.9%
Q1 2023$6,322,479
+22.9%
16,402
+1.9%
3.87%
+9.0%
Q4 2022$5,142,501
-22.0%
16,100
-24.9%
3.55%
-24.8%
Q3 2022$6,590,000
-5.4%
21,439
+0.5%
4.72%
-1.1%
Q2 2022$6,963,000
-18.7%
21,322
+3.7%
4.78%
-9.6%
Q1 2022$8,562,000
-8.5%
20,559
+0.6%
5.29%
-9.6%
Q4 2021$9,362,00020,4345.85%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders