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. 135,603$48,612,00018.72%
NORTHSTAR ASSET MANAGEMENT Co LLC 118,204$42,375,00012.06%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 35,668$12,781,00011.50%
Curtis Advisory Group, LLC 69,130$24,782,00010.98%
MONUMENTAL FINANCIAL GROUP INC. 31,801$11,400,00010.88%
Elwood & Goetz Wealth Advisory Group, LLC 72,610$26,030,00010.80%
HORIZON FINANCIAL SERVICES, LLC 33,553$12,028,00010.54%
Annex Advisory Services, LLC 283,404$101,597,0009.78%
TRUST CO OF OKLAHOMA 75,444$27,045,919,0009.72%
Madden Advisory Services, Inc. 31,283$11,215,0008.78%
View complete list of VANGUARD WORLD FDS shareholders