Cerro Pacific Wealth 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
Cerro Pacific Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$253,337
+13.8%
657
-5.7%
0.14%
+18.6%
Q4 2022$222,697
+7.6%
697
+3.7%
0.12%
-6.3%
Q3 2022$207,000
-5.9%
6720.0%0.13%
-8.7%
Q2 2022$220,000
-21.4%
6720.0%0.14%
-19.3%
Q1 2022$280,000
-1.1%
672
+8.7%
0.17%
-4.5%
Q4 2021$283,000
+14.1%
6180.0%0.18%0.0%
Q3 2021$248,000
+0.8%
6180.0%0.18%
-2.2%
Q2 2021$246,000
-33.3%
618
-40.7%
0.18%
-16.8%
Q4 2020$369,0001,0430.22%
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