Total Wealth Planning, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$214,000
-35.3%
514
-37.7%
0.06%
-51.7%
Q3 2021$331,000
+0.6%
8250.0%0.12%
-7.0%
Q2 2021$329,000
-2.7%
825
-12.6%
0.13%
-9.8%
Q1 2021$338,000
+1.2%
9440.0%0.14%
-7.1%
Q4 2020$334,0009440.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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