Altus Wealth Management, LLC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 756 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.

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Quarter-by-quarter ownership
Altus Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$745,368
-6.2%
1,797
+0.1%
0.52%
-17.4%
Q2 2023$794,312
+1.4%
1,796
-11.6%
0.63%
-3.2%
Q1 2023$783,058
+107315.4%
2,031
-11.0%
0.65%
+0.9%
Q4 2022$729
-99.9%
2,281
+11.5%
0.64%
+19.1%
Q3 2022$629,000
-5.8%
2,0460.0%0.54%
+3.7%
Q2 2022$668,000
-21.6%
2,0460.0%0.52%
-11.4%
Q1 2022$852,000
-9.5%
2,046
-0.4%
0.59%
+4.8%
Q4 2021$941,000
+14.2%
2,0540.0%0.56%
+7.3%
Q3 2021$824,000
+0.6%
2,0540.0%0.52%
-1.1%
Q2 2021$819,000
+9.3%
2,054
-1.7%
0.53%
-0.8%
Q1 2021$749,000
+1.4%
2,089
+0.0%
0.53%
-7.2%
Q4 2020$739,000
+13.5%
2,088
-0.0%
0.57%
-4.3%
Q3 2020$651,000
-10.7%
2,089
-20.1%
0.60%
-26.2%
Q2 2020$729,000
+48.2%
2,615
+12.6%
0.81%
+15.5%
Q1 2020$492,000
+1.7%
2,322
+17.5%
0.70%
+48.3%
Q4 2019$484,000–1,977–0.47%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders