Retirement Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$62,235
-6.2%
1500.0%0.03%
-7.1%
Q2 2023$66,324
+114251.7%
1500.0%0.03%
+7.7%
Q1 2023$58
+20.8%
1500.0%0.03%
+13.0%
Q4 2022$48
-99.9%
1500.0%0.02%
-37.8%
Q3 2022$46,000
-6.1%
1500.0%0.04%
+85.0%
Q2 2022$49,000
-21.0%
1500.0%0.02%
-16.7%
Q1 2022$62,000
-10.1%
1500.0%0.02%
-20.0%
Q4 2021$69,000
+15.0%
1500.0%0.03%
+7.1%
Q3 2021$60,000
-69.2%
150
-69.3%
0.03%
-70.2%
Q2 2021$195,000
+11.4%
4880.0%0.09%
+19.0%
Q1 2021$175,000
+1.7%
4880.0%0.08%0.0%
Q4 2020$172,000
+13.2%
4880.0%0.08%
-7.1%
Q3 2020$152,000
+11.8%
4880.0%0.08%
+1.2%
Q2 2020$136,000
+14.3%
4880.0%0.08%
+9.1%
Q4 2019$119,0004880.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders