Lokken Investment Group 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
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 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