LPWM 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
LPWM LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,295,520
-6.1%
3,094
-1.0%
0.58%
-4.3%
Q2 2023$1,379,848
+5.4%
3,126
-7.9%
0.61%
-3.2%
Q1 2023$1,308,671
+68.0%
3,395
+42.1%
0.63%
+50.1%
Q4 2022$779,172
-26.0%
2,389
-30.3%
0.42%
-33.3%
Q3 2022$1,053,000
-14.6%
3,426
-4.8%
0.63%
-8.6%
Q2 2022$1,233,000
-19.0%
3,600
-4.6%
0.69%
-9.4%
Q1 2022$1,523,000
-13.5%
3,775
-1.8%
0.76%
-18.8%
Q4 2021$1,761,000
+4.6%
3,844
-7.1%
0.93%
-6.5%
Q3 2021$1,683,000
-0.1%
4,1370.0%1.00%
-1.2%
Q2 2021$1,684,000
+12.5%
4,137
+1.1%
1.01%
+0.4%
Q1 2021$1,497,000
+3.5%
4,091
+0.1%
1.01%
-6.7%
Q4 2020$1,446,000
-1.8%
4,088
-12.4%
1.08%
-9.7%
Q3 2020$1,472,000
+13.8%
4,669
+0.6%
1.20%
+1.3%
Q2 2020$1,293,000
+46.4%
4,639
+11.4%
1.18%
+22.7%
Q1 2020$883,000
+26.1%
4,165
+45.7%
0.96%
+48.7%
Q4 2019$700,0002,8580.65%
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