Axiom Financial Strategies, LLC - VANGUARD WORLD FDS ownership

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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%.

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Quarter-by-quarter ownership
Axiom Financial Strategies, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$11,118,502
-27.3%
26,798
-22.5%
7.46%
-14.9%
Q2 2023$15,293,171
+3.5%
34,587
-9.8%
8.77%
+6.7%
Q1 2023$14,780,280
+20.5%
38,344
-0.1%
8.22%
+6.7%
Q4 2022$12,264,772
+4.8%
38,398
+0.9%
7.70%
+23.8%
Q3 2022$11,699,000
-5.7%
38,063
+0.2%
6.22%
-4.7%
Q2 2022$12,409,000
-7.4%
37,999
+3.8%
6.53%
-3.3%
Q1 2022$13,399,000
-15.1%
36,604
+6.3%
6.75%
-5.8%
Q4 2021$15,781,000
+30.7%
34,444
+14.5%
7.17%
+26.1%
Q3 2021$12,072,000
-1.0%
30,083
-1.6%
5.69%
+1.2%
Q2 2021$12,196,000
+0.6%
30,584
-9.5%
5.62%
-5.5%
Q1 2021$12,121,000
+6.9%
33,810
-7.1%
5.95%
-12.6%
Q4 2020$11,340,0000.0%36,4100.0%6.81%0.0%
Q3 2020$11,340,000
+12.6%
36,410
+0.8%
6.81%
+3.8%
Q2 2020$10,068,000
+52.8%
36,123
+16.2%
6.56%
+23.2%
Q1 2020$6,590,000–31,100–5.32%–
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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