SteelPeak Wealth, 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
SteelPeak Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$12,507,643
+569.6%
30,082
+613.2%
0.78%
+607.2%
Q2 2023$1,867,882
-73.4%
4,218
-76.8%
0.11%
-76.7%
Q1 2023$7,022,107
-87.8%
18,217
-89.9%
0.48%
-88.7%
Q4 2022$57,615,815
+10043.6%
180,382
+9682.1%
4.23%
+9964.3%
Q3 2022$568,000
-5.6%
1,8440.0%0.04%
-2.3%
Q2 2022$602,000
-21.6%
1,8440.0%0.04%0.0%
Q1 2022$768,000
-9.1%
1,8440.0%0.04%
-10.4%
Q4 2021$845,000
+14.2%
1,8440.0%0.05%
-2.0%
Q3 2021$740,000
+1.4%
1,844
+0.7%
0.05%
-3.9%
Q2 2021$730,000
+12.0%
1,831
+0.6%
0.05%0.0%
Q1 2021$652,000
+1.2%
1,8200.0%0.05%
-13.6%
Q4 2020$644,000
+39.4%
1,820
+22.8%
0.06%
+18.0%
Q3 2020$462,000
-12.2%
1,482
-21.5%
0.05%
-24.2%
Q2 2020$526,000
+30.5%
1,887
-0.7%
0.07%
+3.1%
Q1 2020$403,000
-11.4%
1,901
+2.3%
0.06%
+1.6%
Q4 2019$455,0001,8590.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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