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 1,117 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%.

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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 Q4 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