Graves Light Lenhart Wealth, Inc. - 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
Graves Light Lenhart Wealth, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$556,079
-4.0%
1,311
+0.1%
0.08%
-2.6%
Q2 2023$579,309
+14.7%
1,3100.0%0.08%0.0%
Q1 2023$505,035
+34.0%
1,310
+6.9%
0.08%
+23.8%
Q3 2022$377,000
-5.8%
1,2260.0%0.06%
+3.3%
Q2 2022$400,000
-21.6%
1,226
+0.1%
0.06%
-14.1%
Q1 2022$510,000
-9.1%
1,2250.0%0.07%
-11.2%
Q4 2021$561,000
+14.3%
1,225
+0.1%
0.08%
+2.6%
Q3 2021$491,000
-28.7%
1,224
-29.1%
0.08%
-29.1%
Q2 2021$689,000
+11.3%
1,7270.0%0.11%
+3.8%
Q1 2021$619,000
+1.3%
1,7270.0%0.11%
-7.0%
Q4 2020$611,000
+5.2%
1,727
-7.4%
0.11%
-11.6%
Q3 2020$581,000
+11.7%
1,8650.0%0.13%
+5.7%
Q2 2020$520,000
+31.6%
1,8650.0%0.12%
+15.1%
Q1 2020$395,000
-13.4%
1,865
+0.1%
0.11%
+10.4%
Q4 2019$456,000
+9.4%
1,864
+0.1%
0.10%
+4.3%
Q3 2019$417,000
+6.1%
1,8630.0%0.09%0.0%
Q2 2019$393,000
+5.1%
1,863
+0.1%
0.09%
-1.1%
Q1 2019$374,000
+20.3%
1,8620.0%0.09%
+2.2%
Q4 2018$311,0001,8620.09%
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