Bell Rock Capital LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bell Rock Capital LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$530,000
-20.4%
1,724
+0.2%
0.66%
+5.3%
Q1 2022$666,000
-22.1%
1,721
-8.2%
0.62%
-1.0%
Q4 2021$855,000
+102.6%
1,875
+38.3%
0.63%
+22.7%
Q3 2020$422,000
+30.7%
1,356
+17.0%
0.51%
+22.2%
Q2 2020$323,000
+166.9%
1,159
+129.1%
0.42%
+302.9%
Q4 2019$121,000
+656.2%
506
+351.8%
0.10%
+940.0%
Q2 2017$16,0001120.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders