Williams Jones Wealth Management, LLC. - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,687,307
+23.2%
6,477
+31.3%
0.04%
+24.2%
Q2 2023$2,180,733
+14.7%
4,932
-0.0%
0.03%
+10.0%
Q1 2023$1,901,341
+18.6%
4,933
-1.7%
0.03%
+11.1%
Q4 2022$1,602,799
+17.9%
5,018
+13.5%
0.03%
+12.5%
Q3 2022$1,359,000
-5.9%
4,4220.0%0.02%
+4.3%
Q2 2022$1,444,000
-25.1%
4,422
-4.5%
0.02%
-14.8%
Q1 2022$1,929,000
-8.1%
4,632
+1.0%
0.03%
+3.8%
Q4 2021$2,100,000
+10.5%
4,584
-3.2%
0.03%
-3.7%
Q3 2021$1,900,000
+6.5%
4,734
+5.8%
0.03%
+8.0%
Q2 2021$1,784,000
+43.3%
4,474
+28.8%
0.02%
+31.6%
Q1 2021$1,245,000
+1.3%
3,4740.0%0.02%
-5.0%
Q4 2020$1,229,000
+13.6%
3,4740.0%0.02%0.0%
Q3 2020$1,082,000
+6.2%
3,474
-5.0%
0.02%
-4.8%
Q2 2020$1,019,000
+0.1%
3,657
-23.9%
0.02%
-22.2%
Q1 2020$1,018,000
-13.5%
4,8060.0%0.03%
+17.4%
Q4 2019$1,177,000
+16.1%
4,806
+2.2%
0.02%
+9.5%
Q3 2019$1,014,000–4,703–0.02%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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