HOWARD WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
HOWARD WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$311,590
-9.8%
751
-3.8%
0.29%
-4.0%
Q2 2023$345,327
+13.5%
781
-1.0%
0.30%
+17.7%
Q1 2023$304,136
+18.0%
789
-2.2%
0.25%
+20.4%
Q4 2022$257,764
+8.8%
807
+4.3%
0.21%
+25.6%
Q3 2022$237,000
-24.5%
774
+2.4%
0.17%
-1.8%
Q1 2022$314,000
-7.6%
756
+1.6%
0.17%
-4.5%
Q4 2021$340,000
+18.1%
744
+3.6%
0.18%
+11.2%
Q3 2021$288,000
+0.7%
7180.0%0.16%
+2.5%
Q2 2021$286,000
+16.3%
718
+4.4%
0.16%
+9.0%
Q1 2021$246,000
+10.3%
688
+8.7%
0.14%
+3.6%
Q4 2020$223,000
+395.6%
633
+242.2%
0.14%
+265.8%
Q4 2019$45,0001850.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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