Adero Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$397,101
-11.2%
957
-10.8%
0.04%
-42.4%
Q1 2022$447,000
-14.2%
1,073
-5.7%
0.07%
-22.4%
Q4 2021$521,000
+22.3%
1,138
+7.3%
0.08%
+10.4%
Q3 2021$426,000
+0.7%
1,0610.0%0.08%
-21.4%
Q2 2021$423,0001,0610.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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