Royal Fund Management, LLC - VANGUARD WORLD FDS ownership

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%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$14,888,567
-15.9%
35,885
-10.3%
2.02%
-8.4%
Q2 2023$17,693,558
+120.4%
40,016
+92.1%
2.20%
+91.5%
Q1 2023$8,027,676
+18.7%
20,826
-1.6%
1.15%
+6.8%
Q4 2022$6,762,267
+6.5%
21,171
+2.5%
1.08%
-6.8%
Q3 2022$6,351,000
-8.5%
20,662
-2.8%
1.15%0.0%
Q2 2022$6,944,000
-23.5%
21,265
-2.4%
1.15%
-12.2%
Q1 2022$9,072,000
-6.9%
21,784
+2.4%
1.31%
-5.9%
Q4 2021$9,746,000
+21.6%
21,272
+6.5%
1.40%
+19.6%
Q3 2021$8,015,000
+7.7%
19,974
+7.0%
1.17%
-5.2%
Q2 2021$7,444,000
+20.8%
18,668
+8.6%
1.23%
+9.3%
Q1 2021$6,161,000
+13.9%
17,186
+12.5%
1.13%
-1.6%
Q4 2020$5,407,000
+42.1%
15,283
+25.1%
1.14%
+17.7%
Q3 2020$3,805,000
+90.6%
12,219
+70.6%
0.97%
+38.2%
Q2 2020$1,996,000
+89.0%
7,164
+43.7%
0.70%
+63.7%
Q1 2020$1,056,000
+5.9%
4,984
+22.4%
0.43%
+69.3%
Q4 2019$997,000
+79.6%
4,072
+58.0%
0.25%
+63.9%
Q3 2019$555,000
+41.9%
2,577
+38.9%
0.16%
+33.6%
Q2 2019$391,000
+34.4%
1,855
+27.8%
0.12%
+24.7%
Q1 2019$291,000
+104.9%
1,452
+69.8%
0.09%
+60.3%
Q4 2018$142,000
+195.8%
855
+259.2%
0.06%
+286.7%
Q3 2018$48,000
+2300.0%
238
+1387.5%
0.02%
+1400.0%
Q2 2018$2,000
-33.3%
16
-23.8%
0.00%0.0%
Q1 2018$3,000
-57.1%
21
-52.3%
0.00%
-66.7%
Q4 2017$7,000
-22.2%
44
-29.0%
0.00%
-25.0%
Q3 2017$9,000620.00%
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