Western Wealth Management, LLC - 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
Western Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,010,361
-4.8%
12,076
+1.5%
0.42%
-5.8%
Q2 2023$5,262,240
+15.5%
11,901
+0.7%
0.45%
+5.9%
Q1 2023$4,554,412
+20.6%
11,815
-0.1%
0.42%
+9.8%
Q4 2022$3,776,884
-50.0%
11,824
-51.9%
0.39%
-10.9%
Q3 2022$7,560,000
+6.8%
24,591
+13.6%
0.43%
+6.7%
Q2 2022$7,079,000
-53.7%
21,656
-41.0%
0.41%
-45.2%
Q1 2022$15,277,000
+43.2%
36,680
+57.5%
0.74%
-29.6%
Q4 2021$10,665,000
+17.4%
23,296
+2.3%
1.05%
+12.7%
Q2 2021$9,083,000
+16.8%
22,766
+4.9%
0.93%
-10.7%
Q1 2021$7,778,000
-0.4%
21,696
-1.7%
1.05%
-8.7%
Q4 2020$7,808,000
+13.8%
22,070
+0.2%
1.15%
+2.2%
Q3 2020$6,863,000
+15.7%
22,032
+3.6%
1.12%
+4.3%
Q2 2020$5,930,000
+51.2%
21,276
+14.8%
1.08%
+19.4%
Q1 2020$3,922,000
-52.8%
18,529
-45.4%
0.90%
-28.5%
Q4 2019$8,302,000
+28.2%
33,908
+12.9%
1.26%
-6.7%
Q3 2019$6,476,000
+2.0%
30,029
-0.3%
1.35%
+61.6%
Q2 2019$6,351,000
+13.2%
30,127
+7.5%
0.83%
-33.2%
Q1 2019$5,610,000
+24.1%
28,020
+3.6%
1.25%
+2.7%
Q4 2018$4,521,00027,0581.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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