Relyea Zuckerberg Hanson LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Relyea Zuckerberg Hanson LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$898,405
-6.2%
2,1650.0%0.20%
-4.7%
Q2 2023$957,432
+2.2%
2,165
-10.9%
0.22%
-6.1%
Q1 2023$936,869
+26.2%
2,430
+4.6%
0.23%
+8.0%
Q4 2022$742,102
-0.7%
2,323
-4.4%
0.21%
-21.5%
Q3 2022$747,000
-5.8%
2,4290.0%0.27%
-8.5%
Q2 2022$793,000
-18.0%
2,429
-1.1%
0.30%
-6.9%
Q1 2022$967,000
-2.1%
2,4550.0%0.32%
-11.5%
Q4 2021$988,000
+7.3%
2,455
+7.0%
0.36%0.0%
Q3 2021$921,000
+69.9%
2,294
+68.8%
0.36%
+60.5%
Q2 2021$542,000
+3.0%
1,3590.0%0.22%
-3.9%
Q1 2021$526,000
+0.2%
1,359
-8.4%
0.23%
-17.7%
Q4 2020$525,000
+8.2%
1,4840.0%0.28%
-9.6%
Q3 2020$485,000
+17.1%
1,4840.0%0.31%
-5.5%
Q2 2020$414,000
+31.0%
1,484
-0.5%
0.33%
-4.6%
Q1 2020$316,000
-15.3%
1,491
-2.2%
0.35%
-3.4%
Q4 2019$373,0001,5240.36%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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