Latitude Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
Latitude Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$612,350
-7.3%
1,476
-1.2%
0.44%
-4.4%
Q2 2023$660,542
+6.0%
1,494
-7.6%
0.46%
+2.0%
Q1 2023$623,266
+28.6%
1,617
+6.5%
0.45%
+24.0%
Q4 2022$484,832
+12.0%
1,518
+7.9%
0.36%
+1.4%
Q3 2022$433,000
+9.1%
1,407
+20.4%
0.36%
-1.9%
Q2 2022$397,000
-56.1%
1,169
-46.2%
0.36%
+78.9%
Q1 2022$905,000
+25.9%
2,173
+38.4%
0.20%
+1.5%
Q4 2021$719,000
+14.1%
1,5700.0%0.20%
+1.0%
Q3 2021$630,000
+100.0%
1,570
+98.5%
0.20%
-15.0%
Q2 2021$315,000
+12.5%
791
+6.6%
0.23%
+2.2%
Q1 2021$280,000
-10.5%
742
-16.3%
0.23%
-17.3%
Q4 2020$313,0008860.28%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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