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 1,083 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Altus Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,234,916
+31.1%
2,142
+19.2%
0.59%
+19.8%
Q1 2024$942,112
+8.3%
1,7970.0%0.50%
-4.6%
Q4 2023$869,582
+16.7%
1,7970.0%0.52%
+0.4%
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 Q2 2022
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders