WFA of San Diego, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$115,318
+1885.2%
200
+1328.6%
0.10%
+1616.7%
Q3 2023$5,809
-6.2%
140.0%0.01%0.0%
Q2 2023$6,191
+38.4%
140.0%0.01%
+100.0%
Q4 2022$4,472
-36.1%
14
-30.0%
0.00%
-50.0%
Q2 2022$7,000
-98.0%
20
-33.3%
0.01%
-93.6%
Q4 2020$353,000300.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders