Curran Financial Partners, 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
Curran Financial Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$11,528,558
+10.9%
26,073
-3.3%
5.01%
+1.5%
Q1 2023$10,398,158
-10.1%
26,975
-25.5%
4.94%
-11.5%
Q4 2022$11,564,469
-41.0%
36,206
-23.1%
5.58%
-30.8%
Q1 2022$19,605,000
-1.6%
47,072
+8.2%
8.06%
-4.7%
Q4 2021$19,924,000
+19.7%
43,485
+4.7%
8.46%
-0.6%
Q3 2021$16,649,000
+6.5%
41,536
+5.9%
8.51%
-1.0%
Q2 2021$15,636,000
+56.3%
39,210
+38.7%
8.59%
+0.3%
Q4 2020$10,001,00028,2688.57%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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