CCG WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
CCG WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$307,665
-52.1%
742
-49.0%
0.20%
-50.2%
Q2 2023$642,795
+14.9%
1,454
+0.1%
0.40%
+9.2%
Q1 2023$559,610
+157.9%
1,452
+118.0%
0.37%
+203.3%
Q2 2022$217,000
-8.1%
666
+17.7%
0.12%
+5.2%
Q1 2022$236,000
-8.9%
5660.0%0.12%
-14.1%
Q4 2021$259,000
+14.1%
5660.0%0.14%
+3.1%
Q3 2021$227,000
+0.4%
5660.0%0.13%
-25.6%
Q2 2021$226,0005660.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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