Soltis Investment Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$335,122
+9.7%
808
+16.9%
0.04%
+19.4%
Q2 2023$305,407
+23.1%
691
+16.3%
0.04%
+5.9%
Q1 2022$248,000
+9.3%
594
+20.2%
0.03%
+6.2%
Q4 2021$227,000
+12.9%
494
-1.2%
0.03%
+3.2%
Q3 2021$201,000
-6.5%
500
-16.8%
0.03%
-20.5%
Q1 2021$215,000
+0.9%
6010.0%0.04%0.0%
Q4 2020$213,0006010.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders