Rise Advisors, 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
Rise Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$93,608
-17.5%
226
-12.1%
0.07%
-15.9%
Q2 2023$113,420
+6.4%
257
-7.2%
0.09%
+10.0%
Q1 2023$106,588
+20.9%
277
+0.4%
0.08%
+12.7%
Q4 2022$88,135
+4.9%
276
+0.4%
0.07%
+1.4%
Q3 2022$84,000
-6.7%
2750.0%0.07%
-23.1%
Q2 2022$90,000
-21.1%
275
+0.4%
0.09%
-11.7%
Q1 2022$114,000
-99.9%
2740.0%0.10%
-13.4%
Q4 2021$125,353,0002740.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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