Capital Square, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Square, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$683,242
+13.5%
1,545
-2.5%
0.63%
+13.5%
Q1 2023$601,820
+5.7%
1,584
-11.1%
0.56%
+8.4%
Q4 2022$569,302
-14.3%
1,782
-17.6%
0.51%
-14.9%
Q3 2022$664,000
-7.5%
2,162
-1.7%
0.60%
+1.3%
Q2 2022$718,000
-15.3%
2,199
+8.0%
0.60%
-1.5%
Q1 2022$848,000
+46.7%
2,037
+55.4%
0.60%
+51.6%
Q4 2021$578,000
+39.6%
1,311
+28.8%
0.40%
+36.2%
Q3 2021$414,000
+11.3%
1,018
+11.6%
0.29%
+6.9%
Q2 2021$372,000
+25.7%
912
+17.7%
0.27%
+24.5%
Q1 2021$296,000
+8.0%
7750.0%0.22%
-3.9%
Q4 2020$274,000
+13.7%
7750.0%0.23%
-8.4%
Q3 2020$241,000
-52.7%
775
-57.7%
0.25%
-54.1%
Q2 2020$510,000
+188.1%
1,832
+119.4%
0.54%
+164.6%
Q1 2020$177,000
-6.8%
835
+7.1%
0.21%
+13.8%
Q4 2019$190,0007800.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders