Selective Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,216 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$929,380
+16.4%
1,5530.0%0.41%
+17.9%
Q1 2024$798,115
+11.4%
1,553
+0.1%
0.35%
-3.9%
Q4 2023$716,616
+11.2%
1,5510.0%0.36%
+2.0%
Q3 2023$644,238
-5.0%
1,5510.0%0.35%
+4.7%
Q2 2023$677,930
+34.5%
1,551
+4.0%
0.34%
+27.1%
Q4 2022$504,091
+13.5%
1,491
+3.2%
0.27%
+40.0%
Q3 2022$444,000
+3.5%
1,445
+10.0%
0.19%
+24.2%
Q2 2022$429,000
-21.1%
1,314
+0.6%
0.15%
-22.3%
Q1 2022$544,000
-9.0%
1,306
+0.2%
0.20%
-19.3%
Q4 2021$598,0001,3040.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders