TruWealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,481,032
-5.9%
3,570
+0.3%
0.13%
-5.9%
Q2 2023$1,574,508
+23.7%
3,561
+7.8%
0.14%
+15.4%
Q1 2023$1,272,706
+22.2%
3,302
+1.3%
0.12%
+14.7%
Q4 2022$1,041,124
+30.6%
3,260
+25.8%
0.10%
+21.4%
Q3 2022$797,000
+15.0%
2,592
+22.0%
0.08%
+13.5%
Q2 2022$693,000
+117.2%
2,124
+176.9%
0.07%
+124.2%
Q1 2022$319,000
-20.6%
767
-12.5%
0.03%
-19.5%
Q4 2021$402,000
+11.4%
877
-2.6%
0.04%
+2.5%
Q3 2021$361,000
+1.7%
900
+1.2%
0.04%
-4.8%
Q2 2021$355,000
+13.1%
889
+1.6%
0.04%
-2.3%
Q1 2021$314,000
-2.5%
875
-4.0%
0.04%
-10.4%
Q4 2020$322,0009110.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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