Moser Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Moser Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$376,729
+71.1%
908
+82.3%
0.26%
+78.4%
Q2 2023$220,196
+0.1%
498
-27.7%
0.15%
-10.8%
Q4 2022$220,073
-9.4%
689
-12.7%
0.17%
-12.6%
Q3 2022$243,000
-5.8%
7890.0%0.19%
-1.0%
Q2 2022$258,000
-28.7%
789
-9.1%
0.19%
-15.0%
Q1 2022$362,000
-2.2%
868
+7.4%
0.23%
+0.9%
Q4 2021$370,000
+7.6%
808
-5.8%
0.22%
+1.8%
Q3 2021$344,000
+6.2%
858
+5.5%
0.22%
+5.3%
Q2 2021$324,000
+74.2%
813
+56.9%
0.21%
+59.5%
Q1 2021$186,000
+1.6%
5180.0%0.13%
-3.0%
Q4 2020$183,000
+13.7%
5180.0%0.14%
+5.5%
Q3 2020$161,000
+56.3%
518
+40.0%
0.13%
+30.6%
Q2 2020$103,000
+8.4%
370
-17.0%
0.10%
-10.9%
Q1 2020$95,000
-12.8%
4460.0%0.11%
+4.8%
Q4 2019$109,0004460.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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