Accel Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$220,312
+23.0%
531
+14.2%
0.12%
+68.5%
Q1 2023$179,089
+20.7%
4650.0%0.07%
+2.8%
Q4 2022$148,378
-2.4%
465
+0.2%
0.07%
-12.3%
Q3 2022$152,000
-3.8%
4640.0%0.08%
-11.0%
Q2 2022$158,000
-18.1%
4640.0%0.09%
-9.0%
Q1 2022$193,000
-53.2%
464
-48.4%
0.10%
-50.5%
Q4 2021$412,000
+42.1%
900
+24.7%
0.20%
+8.0%
Q3 2021$290,000
+25.5%
722
+24.5%
0.19%
+22.2%
Q2 2021$231,000
+53.0%
580
+38.1%
0.15%
+25.4%
Q1 2021$151,000
-15.6%
420
-17.0%
0.12%
-26.9%
Q4 2020$179,0005060.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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