Elwood & Goetz Wealth Advisory Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Elwood & Goetz Wealth Advisory Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$23,978,217
-10.3%
57,793
-4.4%
5.56%
-8.7%
Q2 2023$26,733,331
+9.7%
60,461
-4.3%
6.09%
+4.8%
Q1 2023$24,362,685
+26.6%
63,203
+4.9%
5.82%
-0.9%
Q4 2022$19,247,552
+17.0%
60,260
+12.6%
5.87%
+5.7%
Q3 2022$16,445,000
-2.0%
53,502
+4.1%
5.55%
-1.0%
Q2 2022$16,775,000
-26.2%
51,371
-5.8%
5.61%
-20.5%
Q1 2022$22,724,000
-6.8%
54,562
+2.5%
7.05%
-7.2%
Q4 2021$24,392,000
+16.3%
53,238
+1.8%
7.60%
+4.9%
Q3 2021$20,977,000
-30.2%
52,274
-30.6%
7.24%
-35.9%
Q2 2021$30,039,000
+15.4%
75,330
+3.7%
11.29%
+4.5%
Q1 2021$26,030,000
+5.6%
72,610
+4.2%
10.80%
-4.1%
Q4 2020$24,646,000
+16.9%
69,664
+2.9%
11.26%
-1.0%
Q3 2020$21,080,000
+12.9%
67,683
+1.0%
11.36%
-0.3%
Q2 2020$18,675,000
+49.7%
67,005
+13.8%
11.40%
+22.4%
Q1 2020$12,471,00058,8549.31%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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