LPWM LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

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 Q4 2022
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders