Disciplined Investments, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 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 Q3 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders