Orion Portfolio Solutions, 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
Orion Portfolio Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,455,836
+1.3%
5,919
+8.0%
0.03%
+15.4%
Q2 2023$2,423,497
+54.1%
5,481
+34.3%
0.03%
+36.8%
Q1 2023$1,573,119
+177.0%
4,081
+129.5%
0.02%
-5.0%
Q4 2022$567,924
+0.9%
1,778
-2.9%
0.02%
-9.1%
Q3 2022$563,000
-8.5%
1,832
-2.8%
0.02%
-12.0%
Q2 2022$615,000
-27.2%
1,884
-7.1%
0.02%
-16.7%
Q1 2022$845,000
-27.2%
2,028
-19.9%
0.03%
-23.1%
Q4 2021$1,160,000
+102.1%
2,532
+76.9%
0.04%
+85.7%
Q3 2021$574,000
+24.2%
1,431
+23.6%
0.02%
+16.7%
Q2 2021$462,000
+68.6%
1,158
+51.4%
0.02%
+50.0%
Q1 2021$274,000
-53.8%
765
-54.3%
0.01%
-57.1%
Q4 2020$593,000
+73.9%
1,675
+53.0%
0.03%
+55.6%
Q3 2020$341,000
-4.7%
1,095
-14.8%
0.02%
-5.3%
Q2 2020$358,000
+214.0%
1,285
+138.4%
0.02%
+137.5%
Q1 2020$114,000
-47.7%
539
-39.4%
0.01%
-52.9%
Q4 2019$218,0008900.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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