VERITY Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
VERITY Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$382,360
+16.7%
7900.0%0.33%
+6.8%
Q3 2023$327,771
-6.2%
7900.0%0.31%
-1.9%
Q2 2023$349,306
+14.7%
7900.0%0.31%
+11.3%
Q1 2023$304,521
+20.7%
7900.0%0.28%
+13.7%
Q4 2022$252,334
+3.8%
7900.0%0.25%
-0.4%
Q3 2022$243,000
-5.8%
7900.0%0.25%
-0.8%
Q2 2022$258,000
-21.6%
7900.0%0.25%
-13.7%
Q1 2022$329,000
-9.1%
7900.0%0.29%
-3.3%
Q4 2021$362,000
+14.2%
7900.0%0.30%
+6.4%
Q3 2021$317,000
+0.6%
7900.0%0.28%
-1.0%
Q2 2021$315,000
+11.3%
7900.0%0.29%
+13.9%
Q1 2021$283,000
+1.4%
7900.0%0.25%
-1.2%
Q4 2020$279,000
+13.4%
7900.0%0.25%
+1.2%
Q3 2020$246,000
+11.8%
7900.0%0.25%
+6.8%
Q2 2020$220,0007900.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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