Carolina Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$61,405
-38.3%
148
-34.2%
0.04%
-41.7%
Q2 2023$99,486
+66.5%
225
+45.2%
0.06%
+71.4%
Q1 2023$59,748
+117052.9%
155
-3.7%
0.04%
+9.4%
Q4 2022$51
-99.9%
161
+16.7%
0.03%
-3.0%
Q3 2022$42,000
+5.0%
138
+11.3%
0.03%
+26.9%
Q2 2022$40,000
-44.4%
124
-28.3%
0.03%
-42.2%
Q1 2022$72,000
-8.9%
1730.0%0.04%0.0%
Q4 2021$79,000
+11.3%
173
-2.3%
0.04%
-4.3%
Q3 2021$71,0000.0%1770.0%0.05%
-2.1%
Q2 2021$71,000
+14.5%
177
+2.9%
0.05%
+6.7%
Q1 2021$62,000
+5.1%
172
+2.4%
0.04%
-4.3%
Q4 2020$59,000
-1.7%
168
-12.5%
0.05%
-11.3%
Q3 2020$60,0001920.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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