David J Yvars Group - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
David J Yvars Group ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$276,306
-5.3%
6680.0%0.23%
-4.1%
Q2 2023$291,796
+14.7%
6680.0%0.24%
+4.8%
Q1 2023$254,291
+19.1%
6680.0%0.23%
-13.9%
Q4 2022$213,454
+2.6%
6680.0%0.27%
+15.6%
Q3 2022$208,000
-4.6%
6680.0%0.23%
-22.0%
Q2 2022$218,000
-29.9%
668
-9.5%
0.30%
+37.0%
Q1 2022$311,000
-8.3%
7380.0%0.22%
+3.3%
Q4 2021$339,000
-10.1%
738
-21.3%
0.21%
-5.0%
Q3 2021$377,000
-12.3%
938
-12.8%
0.22%
-9.1%
Q2 2021$430,000
+12.9%
1,0760.0%0.24%
-0.4%
Q1 2021$381,000
+0.3%
1,0760.0%0.24%
-5.4%
Q4 2020$380,0001,0760.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders