Regent Peak Wealth Advisors LLC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,253,994
-7.3%
3,022
-1.2%
0.38%
-2.8%
Q2 2023$1,353,108
+12.6%
3,060
-1.8%
0.39%
+5.9%
Q1 2023$1,201,596
+16.9%
3,117
-3.1%
0.37%
+10.4%
Q4 2022$1,027,517
+16.6%
3,217
+12.5%
0.34%
+8.7%
Q3 2022$881,000
-5.6%
2,8600.0%0.31%
+1.6%
Q2 2022$933,000
-14.6%
2,860
+9.0%
0.30%
-2.9%
Q1 2022$1,093,000
-9.1%
2,6240.0%0.31%
-4.0%
Q4 2021$1,202,000
+33.1%
2,624
+16.6%
0.33%
+26.3%
Q3 2021$903,000
-2.6%
2,2500.0%0.26%0.0%
Q2 2021$927,000
+15.0%
2,2500.0%0.26%
-2.3%
Q1 2021$806,000
+1.9%
2,250
+0.7%
0.26%
+0.4%
Q4 2020$791,000
+13.6%
2,2350.0%0.26%
-10.8%
Q3 2020$696,000
+10.5%
2,235
-1.1%
0.30%
+3.5%
Q2 2020$630,000
+31.8%
2,2600.0%0.29%
+7.5%
Q1 2020$478,000
-12.6%
2,260
+1.1%
0.27%
+6.4%
Q4 2019$547,000–2,235–0.25%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders