Diversified, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

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 Q2 2022
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