Lokken Investment Group LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lokken Investment Group LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$214,918
-6.2%
5180.0%0.14%
-5.4%
Q2 2023$229,039
+12.4%
518
-18.8%
0.15%
-7.5%
Q4 2022$203,784
-2.0%
6380.0%0.16%
-4.7%
Q2 2022$208,000
-11.1%
6380.0%0.17%
-9.1%
Q1 2022$234,000
-27.1%
638
-9.0%
0.19%
-18.8%
Q4 2021$321,000
+14.2%
7010.0%0.23%
+2.7%
Q3 2021$281,000
+2.6%
701
+1.9%
0.22%0.0%
Q2 2021$274,0006880.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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