Wolff Financial Management LLC - 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
Wolff Financial Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,957
+9.9%
5,128
-0.0%
2.18%
+178.4%
Q1 2024$2,690
+8.2%
5,130
-0.1%
0.78%
+2.1%
Q4 2023$2,486
+12.4%
5,136
-3.6%
0.77%
+1.7%
Q3 2023$2,211
-9.0%
5,329
-3.0%
0.76%
-64.3%
Q2 2023$2,430
+3.4%
5,496
-9.8%
2.12%
+158.5%
Q1 2023$2,350
+10.8%
6,096
-8.2%
0.82%
+4.3%
Q4 2022$2,121
-99.9%
6,642
-13.4%
0.78%
-27.0%
Q3 2022$2,357,000
-5.9%
7,671
-0.0%
1.08%
-3.5%
Q2 2022$2,506,000
-22.7%
7,674
-1.4%
1.12%
-13.3%
Q1 2022$3,240,000
-9.6%
7,781
-0.5%
1.29%
-5.2%
Q4 2021$3,584,000
+12.5%
7,821
-1.5%
1.36%
-51.0%
Q3 2021$3,187,000
+12.1%
7,941
+0.2%
2.77%
+112.5%
Q1 2021$2,842,000
+1.2%
7,927
-0.2%
1.30%
-11.5%
Q4 2020$2,809,000
+14.6%
7,941
+0.9%
1.47%
+1.3%
Q3 2020$2,451,000
+10.4%
7,870
-1.2%
1.45%
+3.0%
Q2 2020$2,221,000
+31.7%
7,969
+0.2%
1.41%
+10.9%
Q1 2020$1,686,000
-8.0%
7,955
+6.3%
1.27%
+4.7%
Q4 2019$1,833,000
+9.4%
7,486
-3.7%
1.22%
-0.6%
Q3 2019$1,676,000
-0.9%
7,775
-3.1%
1.22%
-6.1%
Q2 2019$1,692,000
+2.9%
8,023
-2.2%
1.30%
-4.6%
Q1 2019$1,645,000
+15.3%
8,201
-4.1%
1.36%
-1.7%
Q4 2018$1,427,0008,5561.39%
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