XML Financial, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$14,024,338
+2.8%
33,802
+9.5%
1.68%
+6.5%
Q2 2023$13,648,805
+38.3%
30,868
+20.8%
1.58%
+31.4%
Q1 2023$9,869,475
+33.6%
25,544
+10.5%
1.20%
+29.5%
Q4 2022$7,386,756
+5.6%
23,126
+1.7%
0.93%
-4.4%
Q3 2022$6,992,000
+1.2%
22,748
+7.5%
0.97%
-37.9%
Q2 2022$6,912,000
-7.0%
21,165
+18.6%
1.56%
+76.8%
Q1 2022$7,432,000
+11.5%
17,845
+22.6%
0.88%
+10.1%
Q4 2021$6,668,000
+23.8%
14,554
+8.4%
0.80%
+11.7%
Q3 2021$5,387,000
+10.6%
13,422
+9.9%
0.72%
-32.9%
Q2 2021$4,871,000
+37.5%
12,216
+23.6%
1.07%
+24.1%
Q1 2021$3,543,000
+10.4%
9,883
+9.0%
0.86%
+3.8%
Q4 2020$3,209,000
+34.4%
9,071
+18.4%
0.83%
+11.7%
Q3 2020$2,387,000
+17.8%
7,664
+5.4%
0.74%
+6.0%
Q2 2020$2,027,000
+56.6%
7,272
+19.1%
0.70%
+25.8%
Q1 2020$1,294,0006,1070.56%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders