Sage Mountain Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sage Mountain Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$7,977,282
-6.2%
19,2270.0%1.10%
-9.5%
Q2 2023$8,501,410
+14.7%
19,2270.0%1.21%
+1.4%
Q1 2023$7,411,432
+11853.9%
19,227
+10073.0%
1.20%
+10763.6%
Q2 2022$62,000
-21.5%
189
-0.5%
0.01%
-8.3%
Q1 2022$79,000
-81.9%
190
-80.0%
0.01%
-76.9%
Q4 2021$436,000
+14.4%
951
+0.1%
0.05%
-5.5%
Q3 2021$381,0009500.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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