VISTA INVESTMENT MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 756 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
VISTA INVESTMENT MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,237,905
-5.7%
12,624
+0.5%
2.75%
-2.2%
Q2 2023$5,554,193
+11.3%
12,561
-2.9%
2.81%
+6.6%
Q1 2023$4,988,560
+25.8%
12,941
+4.2%
2.64%
+16.4%
Q4 2022$3,966,274
+3.7%
12,417
-0.2%
2.26%
-3.8%
Q3 2022$3,824,000
-2.9%
12,440
+3.1%
2.36%
-1.1%
Q2 2022$3,939,000
-17.8%
12,061
+4.8%
2.38%
-9.3%
Q1 2022$4,794,000
-10.0%
11,510
-1.0%
2.63%
-9.2%
Q4 2021$5,326,000
+13.2%
11,624
-0.8%
2.89%
+4.7%
Q3 2021$4,705,000
+0.7%
11,723
+0.1%
2.76%
+0.2%
Q2 2021$4,670,000
+11.5%
11,711
+0.2%
2.76%
+5.6%
Q1 2021$4,189,000
+0.7%
11,685
-0.6%
2.61%
-6.5%
Q4 2020$4,160,000
-0.5%
11,757
-12.4%
2.79%
-12.6%
Q3 2020$4,179,000
+11.4%
13,417
-0.3%
3.19%
-1.0%
Q2 2020$3,751,000
+24.0%
13,458
-5.8%
3.22%
+4.1%
Q1 2020$3,026,000
-13.3%
14,281
+0.2%
3.09%
+17.9%
Q4 2019$3,491,000
+13.2%
14,257
-0.4%
2.62%
+3.1%
Q3 2019$3,084,000
+2.3%
14,309
+0.0%
2.54%
-0.3%
Q2 2019$3,016,000
+4.7%
14,303
-0.4%
2.55%
+1.0%
Q1 2019$2,880,000
+30.8%
14,357
+8.7%
2.53%
+11.4%
Q4 2018$2,202,000
-18.9%
13,202
-1.5%
2.27%
-5.5%
Q3 2018$2,715,000
+13.2%
13,402
+1.4%
2.40%
+2.3%
Q2 2018$2,398,000
+10.9%
13,219
+4.5%
2.34%
+3.5%
Q1 2018$2,162,000
+4.3%
12,646
+0.5%
2.26%
+4.4%
Q4 2017$2,073,00012,5862.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 133,321$41,523,00018.90%
NORTHSTAR ASSET MANAGEMENT Co LLC 149,149$46,452,00014.83%
Curtis Advisory Group, LLC 69,130$21,531,00012.70%
Annex Advisory Services, LLC 312,610$97,362,00012.41%
MFA WEALTH ADVISORS, LLC 35,752$11,135,00011.83%
Elwood & Goetz Wealth Advisory Group, LLC 67,683$21,080,00011.36%
HORIZON FINANCIAL SERVICES, LLC 34,545$10,759,00010.45%
TRUST CO OF OKLAHOMA 79,004$24,605,796,00010.13%
Tatro Capital, LLC 27,217$8,477,0009.69%
Madden Advisory Services, Inc. 31,414$9,783,0009.32%
View complete list of VANGUARD WORLD FDS shareholders