Black Diamond Financial, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Black Diamond Financial, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$719,469
+45.0%
1,735
+54.5%
0.22%
+50.3%
Q2 2023$496,189
+14.7%
1,123
+0.1%
0.15%
+3.5%
Q1 2023$432,571
+47.2%
1,122
+22.0%
0.14%
+34.0%
Q4 2022$293,880
+3.8%
920
+0.1%
0.11%
-7.0%
Q3 2022$283,000
+1.8%
919
+7.9%
0.11%
+3.6%
Q2 2022$278,000
-21.7%
8520.0%0.11%
-1.8%
Q1 2022$355,000
-24.3%
852
-16.7%
0.11%
-29.1%
Q4 2021$469,000
-23.9%
1,023
-33.3%
0.16%
-46.6%
Q3 2021$616,000
+3.7%
1,534
+3.0%
0.30%
+27.6%
Q2 2021$594,000
+12.3%
1,489
+1.0%
0.23%
+3.6%
Q1 2021$529,000
+1.3%
1,4740.0%0.22%
-6.7%
Q4 2020$522,000
+111.3%
1,474
+85.9%
0.24%
+73.9%
Q3 2020$247,0007930.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders