Apollon Wealth Management, LLC - 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
Apollon Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,529,620
-61.2%
3,687
-58.7%
0.08%
-59.5%
Q2 2023$3,944,217
+95.0%
8,920
+70.0%
0.19%
+53.2%
Q1 2023$2,022,692
+68.0%
5,247
+39.2%
0.12%
+45.9%
Q4 2022$1,204,126
+44.7%
3,770
+39.2%
0.08%
+23.2%
Q3 2022$832,000
-12.2%
2,708
-6.7%
0.07%
-12.7%
Q2 2022$948,000
-18.1%
2,902
+4.5%
0.08%
-3.7%
Q1 2022$1,157,000
+19.9%
2,778
+32.0%
0.08%
+13.9%
Q4 2021$965,000
+228.2%
2,105
+187.6%
0.07%
+80.0%
Q3 2021$294,000
+14.0%
732
+13.0%
0.04%
-13.0%
Q2 2021$258,000
+19.4%
648
+7.6%
0.05%
+9.5%
Q1 2021$216,0006020.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders