Engrave Wealth Partners LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Engrave Wealth Partners LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$6,587,000
+41.7%
18,375
+40.5%
2.65%
-30.5%
Q4 2020$4,649,000
+8.3%
13,074
-5.4%
3.82%
-8.3%
Q3 2020$4,294,000
+17.4%
13,818
+5.3%
4.16%
+27.8%
Q2 2020$3,658,000
+51.8%
13,126
+15.4%
3.26%
+14.6%
Q1 2020$2,410,000
-12.6%
11,373
+1.0%
2.84%
+7.0%
Q4 2019$2,758,00011,2652.65%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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