One Charles Private Wealth Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$977,090
-10.6%
2,355
-4.8%
0.57%
-10.1%
Q2 2023$1,093,462
+47.7%
2,473
+28.7%
0.64%
+38.0%
Q1 2023$740,488
+38.7%
1,921
+10.5%
0.46%
+29.9%
Q3 2022$534,000
-72.9%
1,738
-70.8%
0.35%
-73.4%
Q2 2022$1,973,000
+324.3%
5,948
+486.6%
1.33%
+405.3%
Q4 2021$465,000
+93.8%
1,014
+69.6%
0.26%
+90.6%
Q3 2021$240,0005980.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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