Kingsview Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,057,898
-5.0%
9,780
+1.2%
0.15%
-13.1%
Q2 2023$4,272,288
+26.1%
9,662
+9.9%
0.17%
+18.3%
Q1 2023$3,388,016
+22.5%
8,789
+1.5%
0.14%
+18.3%
Q4 2022$2,765,882
+2.7%
8,659
-1.1%
0.12%
-6.2%
Q3 2022$2,692,000
-4.7%
8,759
+1.2%
0.13%
-5.2%
Q2 2022$2,826,000
-28.1%
8,655
+0.9%
0.14%
-17.7%
Q4 2021$3,929,000
+17.6%
8,575
+3.0%
0.16%
+3.8%
Q3 2021$3,340,000
+6.1%
8,324
+5.5%
0.16%
+1.3%
Q2 2021$3,148,000
-6.2%
7,892
-14.0%
0.16%
-18.3%
Q1 2021$3,357,000
+83.8%
9,174
+77.7%
0.19%
+44.7%
Q4 2020$1,826,000
+660.8%
5,162
+356.4%
0.13%
+312.5%
Q1 2020$240,0001,1310.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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