Diversified, 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
Diversified, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,738,832
-9.9%
9,011
-4.0%
0.97%
-8.2%
Q2 2023$4,149,940
+10.0%
9,386
-4.1%
1.06%
-21.8%
Q1 2023$3,772,895
+7.8%
9,788
-10.7%
1.35%
-1.8%
Q4 2022$3,500,636
-0.3%
10,960
-4.1%
1.38%
-22.2%
Q3 2022$3,511,000
-26.5%
11,423
-21.9%
1.77%
-10.8%
Q2 2022$4,778,000
-29.4%
14,632
-10.0%
1.98%
-28.0%
Q1 2022$6,769,000
-15.6%
16,254
-7.1%
2.76%
-18.7%
Q4 2021$8,020,000
+4.6%
17,504
-8.4%
3.39%
-16.8%
Q3 2021$7,664,000
-17.2%
19,099
-17.7%
4.08%
-20.9%
Q2 2021$9,252,000
-5.5%
23,201
-15.0%
5.16%
-31.6%
Q1 2021$9,789,000
+13.4%
27,306
-1.4%
7.54%
+2.5%
Q4 2020$8,629,00027,7067.35%
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