Tradition Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Tradition Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$320
+1.3%
771
+7.8%
0.04%
+2.7%
Q2 2023$316
+33.9%
715
+16.8%
0.04%
+27.6%
Q1 2023$236
+24.2%
612
+2.7%
0.03%
+7.4%
Q4 2022$190
-99.9%
5960.0%0.03%0.0%
Q3 2022$183,000
-6.2%
5960.0%0.03%
-3.6%
Q2 2022$195,000
-21.4%
5960.0%0.03%
-12.5%
Q1 2022$248,000
-9.2%
5960.0%0.03%
-5.9%
Q4 2021$273,000
+14.2%
5960.0%0.03%0.0%
Q3 2021$239,000
+0.4%
5960.0%0.03%
-5.6%
Q2 2021$238,000
+11.2%
5960.0%0.04%
-2.7%
Q1 2021$214,000
+1.4%
5960.0%0.04%
-9.8%
Q4 2020$211,0005960.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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