Portfolio Strategies, Inc. - 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
Portfolio Strategies, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$22,602,156
-7.3%
54,476
-1.2%
4.36%
-1.2%
Q2 2023$24,390,430
+14.2%
55,162
-0.2%
4.41%
+5.9%
Q1 2023$21,357,724
+19.6%
55,280
-1.1%
4.16%
+4.5%
Q4 2022$17,857,057
+2.9%
55,910
-1.2%
3.98%
-10.7%
Q3 2022$17,346,000
-8.7%
56,578
-2.4%
4.46%
+0.5%
Q2 2022$19,000,000
-22.1%
57,996
-1.0%
4.44%
-2.7%
Q1 2022$24,401,000
-7.2%
58,607
+2.1%
4.56%
-7.1%
Q4 2021$26,301,000
+13.2%
57,405
-0.9%
4.91%
+5.4%
Q3 2021$23,234,000
-6.9%
57,904
-7.5%
4.66%
-6.1%
Q2 2021$24,959,000
+10.7%
62,590
-0.5%
4.96%
+5.2%
Q1 2021$22,542,000
+0.4%
62,880
-0.9%
4.71%
+7.3%
Q4 2020$22,455,000
-2.9%
63,471
-14.9%
4.39%
-31.7%
Q3 2020$23,130,000
+8.8%
74,623
-2.2%
6.43%
-14.4%
Q2 2020$21,256,000
+30.9%
76,267
-0.5%
7.52%
-19.5%
Q1 2020$16,240,000
-15.9%
76,642
-2.8%
9.34%
+5.3%
Q4 2019$19,309,000
+58.1%
78,858
-1.3%
8.87%
+41.7%
Q3 2019$12,214,000
-28.9%
79,859
-2.0%
6.26%
-44.8%
Q2 2019$17,176,000
+4.6%
81,448
-0.5%
11.34%
-12.6%
Q1 2019$16,415,000
+18.9%
81,819
-1.2%
12.97%
+8.0%
Q4 2018$13,810,000
-18.6%
82,776
-1.2%
12.00%
+21.1%
Q3 2018$16,963,000
+13.5%
83,743
+1.6%
9.91%
-0.2%
Q2 2018$14,946,000
+5.8%
82,392
-0.3%
9.93%
-8.8%
Q1 2018$14,124,000
+3.4%
82,610
-0.4%
10.88%
+15.6%
Q4 2017$13,658,00082,9089.42%
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