CBIZ Investment Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,216 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
CBIZ Investment Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$22,487
-4.7%
39
-13.3%
0.00%
-50.0%
Q1 2024$23,595
+31.1%
450.0%0.00%0.0%
Q3 2021$18,000
-81.1%
45
-83.2%
0.00%
-77.8%
Q4 2020$95,000
+14.5%
2680.0%0.01%0.0%
Q3 2020$83,000
+10.7%
2680.0%0.01%
+12.5%
Q2 2020$75,000
+31.6%
2680.0%0.01%
+14.3%
Q1 2020$57,000
-16.2%
2680.0%0.01%0.0%
Q4 2019$68,0002680.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders