Disciplined Investments, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$299
+14.6%
10.0%0.00%
Q1 2023$261
-99.5%
1
-99.4%
0.00%
-100.0%
Q4 2022$50,396
+5.0%
158
+0.6%
0.02%
+13.6%
Q3 2022$48,000
-42.9%
157
-38.9%
0.02%
-42.1%
Q2 2022$84,000
-61.5%
257
-50.6%
0.04%
-15.6%
Q1 2022$218,000
+86.3%
520
+103.1%
0.04%
-13.5%
Q4 2021$117,000
+14.7%
256
+0.4%
0.05%
+6.1%
Q3 2021$102,000
+64.5%
255
+64.5%
0.05%
+53.1%
Q2 2021$62,000
+10.7%
1550.0%0.03%
-3.0%
Q1 2021$56,000
+1.8%
155
+0.6%
0.03%
-10.8%
Q4 2020$55,000
+14.6%
1540.0%0.04%
+5.7%
Q3 2020$48,000
+11.6%
154
+0.7%
0.04%
+6.1%
Q2 2020$43,000
+30.3%
153
-0.6%
0.03%
+6.5%
Q1 2020$33,000
-10.8%
154
+0.7%
0.03%0.0%
Q4 2019$37,0001530.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 133,321$41,523,00018.90%
NORTHSTAR ASSET MANAGEMENT Co LLC 149,149$46,452,00014.83%
Curtis Advisory Group, LLC 69,130$21,531,00012.70%
Annex Advisory Services, LLC 312,610$97,362,00012.41%
MFA WEALTH ADVISORS, LLC 35,752$11,135,00011.83%
Elwood & Goetz Wealth Advisory Group, LLC 67,683$21,080,00011.36%
HORIZON FINANCIAL SERVICES, LLC 34,545$10,759,00010.45%
TRUST CO OF OKLAHOMA 79,004$24,605,796,00010.13%
Tatro Capital, LLC 27,217$8,477,0009.69%
Madden Advisory Services, Inc. 31,414$9,783,0009.32%
View complete list of VANGUARD WORLD FDS shareholders