Global Wealth Management Investment Advisory, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Global Wealth Management Investment Advisory, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$26,139
-6.2%
630.0%0.01%
-12.5%
Q2 2023$27,856
+32.6%
630.0%0.01%
+14.3%
Q2 2022$21,000
-19.2%
630.0%0.01%
-12.5%
Q1 2022$26,000
-10.3%
630.0%0.01%
-11.1%
Q4 2021$29,000
+16.0%
630.0%0.01%
+12.5%
Q3 2021$25,0000.0%630.0%0.01%0.0%
Q2 2021$25,000
+8.7%
630.0%0.01%0.0%
Q1 2021$23,000
+4.5%
630.0%0.01%
-11.1%
Q4 2020$22,000
+10.0%
630.0%0.01%0.0%
Q3 2020$20,000
+11.1%
630.0%0.01%
+12.5%
Q2 2020$18,000
-18.2%
63
-39.4%
0.01%
-27.3%
Q1 2020$22,000
+69.2%
104
+100.0%
0.01%
+120.0%
Q4 2019$13,000
+30.0%
52
+15.6%
0.01%0.0%
Q3 2019$10,000
-9.1%
45
-10.0%
0.01%0.0%
Q2 2019$11,000
-21.4%
50
-30.6%
0.01%
-28.6%
Q1 2019$14,000
+16.7%
720.0%0.01%0.0%
Q4 2018$12,000720.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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