Principle Wealth Partners LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 742 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$7,079,674
-5.8%
17,064
+0.4%
0.71%
-5.8%
Q2 2023$7,516,047
+6.3%
16,998
-7.3%
0.76%
-0.1%
Q1 2023$7,072,017
+16.5%
18,346
-3.5%
0.76%
+9.9%
Q4 2022$6,070,183
+16.0%
19,004
+11.6%
0.69%
+39.3%
Q3 2022$5,234,000
-3.1%
17,027
+3.0%
0.49%
-24.0%
Q2 2022$5,401,000
-14.0%
16,539
+9.7%
0.65%
-1.5%
Q1 2022$6,278,000
+3.0%
15,073
+13.2%
0.66%
+3.1%
Q4 2021$6,098,000
+8.7%
13,310
-4.8%
0.64%
-1.2%
Q3 2021$5,609,000
-0.1%
13,978
-0.7%
0.65%
+1.7%
Q2 2021$5,612,000
+5.3%
14,073
-5.3%
0.64%
+2.2%
Q1 2021$5,330,000
-0.6%
14,868
-1.9%
0.62%
-11.8%
Q4 2020$5,362,000
+73.4%
15,155
+52.6%
0.71%
-18.1%
Q3 2020$3,093,000
+10.9%
9,932
-0.8%
0.86%
+5.3%
Q2 2020$2,790,000
+32.0%
10,010
+0.3%
0.82%
+3.3%
Q1 2020$2,114,000
-22.7%
9,977
-10.6%
0.79%
-9.2%
Q4 2019$2,734,000
+5.7%
11,165
-6.9%
0.87%
-2.3%
Q3 2019$2,586,000
-2.2%
11,996
-4.3%
0.89%
-34.3%
Q2 2019$2,644,000
+7.9%
12,537
+2.7%
1.36%
-2.9%
Q1 2019$2,450,000
+8.6%
12,212
-9.7%
1.40%
-26.0%
Q4 2018$2,257,00013,5281.89%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders