VERITY Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,252 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
VERITY Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$455,506
+10.0%
7900.0%0.34%
+7.2%
Q1 2024$414,229
+8.3%
7900.0%0.32%
-3.3%
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 Q2 2023
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders