Realta Investment Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,534,9960.0%3,4720.0%0.35%
+5.4%
Q2 2023$1,534,996
+6.8%
3,472
-6.9%
0.34%
-4.0%
Q1 2023$1,436,892
+3.6%
3,728
-14.1%
0.35%
+3.3%
Q4 2022$1,386,724
+5.4%
4,342
+1.4%
0.34%
-2.0%
Q3 2022$1,316,000
-7.1%
4,280
-1.0%
0.34%
-0.6%
Q2 2022$1,417,000
-58.5%
4,325
-47.3%
0.35%
-49.0%
Q1 2022$3,416,000
-26.7%
8,201
-19.4%
0.68%
-33.6%
Q4 2021$4,662,000
+16.7%
10,176
+2.2%
1.03%
+9.0%
Q3 2021$3,994,000
+12.0%
9,953
+11.3%
0.94%
+11.2%
Q2 2021$3,567,000
+13.3%
8,946
+1.9%
0.85%
+2.2%
Q1 2021$3,147,000
+73.1%
8,779
+70.8%
0.83%
+60.8%
Q4 2020$1,818,000
+36.0%
5,139
+19.7%
0.52%
+15.0%
Q3 2020$1,337,000
+4.8%
4,293
-6.2%
0.45%
+6.7%
Q2 2020$1,276,000
+24.4%
4,578
-5.5%
0.42%
-4.8%
Q1 2020$1,026,000
+78.7%
4,844
+99.0%
0.44%
+180.9%
Q4 2019$574,000
+7.9%
2,434
-1.0%
0.16%
+9.0%
Q3 2019$532,000
+146.3%
2,459
+138.0%
0.14%
+140.0%
Q2 2019$216,000
+30.9%
1,033
+26.3%
0.06%
-20.0%
Q1 2019$165,0008180.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TTP Investments, Inc. 52,160$23,898,00016.45%
Stuart Chaussee & Associates, Inc. 73,729$33,780,00014.54%
MY Wealth Management Inc. 33,631$15,409,00013.55%
NORTHSTAR ASSET MANAGEMENT LLC 116,405$53,333,00012.53%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 380,510$174,340,00012.49%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 35,906$16,449,00011.99%
CABANA LLC 7,189$3,294,00011.58%
TRUST CO OF OKLAHOMA 71,487$32,753,199,00011.07%
Kinloch Capital, LLC 38,895$17,821,00011.04%
Curtis Advisory Group, LLC 72,680$33,300,00010.93%
View complete list of VANGUARD WORLD FDS shareholders