TrueWealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$234,004
-6.2%
5640.0%0.10%
-2.9%
Q2 2023$249,378
+22.1%
564
+6.4%
0.10%
+18.6%
Q1 2023$204,299
-16.6%
530
-0.9%
0.09%
-21.8%
Q1 2022$245,0000.0%5350.0%0.11%0.0%
Q4 2021$245,000
+14.0%
5350.0%0.11%
-9.1%
Q3 2021$215,000
-35.0%
535
-35.6%
0.12%
-37.3%
Q2 2021$331,000
+2.8%
831
-2.1%
0.19%
-7.7%
Q1 2021$322,000
+7.0%
8490.0%0.21%
-19.3%
Q4 2020$301,0008490.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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