Disciplined Investments, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

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 Q1 2023
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