CFS Investment Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,058 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$461
+9.2%
8040.0%0.04%
-47.9%
Q1 2024$422
+2.4%
804
-5.6%
0.07%
-4.1%
Q4 2023$412
+22.6%
852
+5.2%
0.07%
+37.0%
Q3 2023$336
+17.1%
810
+24.8%
0.05%
+45.9%
Q2 2023$287
+7.9%
649
-6.1%
0.04%
-22.9%
Q1 2023$266
-100.0%
691
-99.9%
0.05%
-71.4%
Q3 2022$732,000
+41.3%
464,097
+29143.7%
0.17%
+112.7%
Q2 2022$518,000
-22.6%
1,587
-99.7%
0.08%
-97.3%
Q1 2022$669,000
+9.9%
614,505
+42514.8%
2.91%
+3450.0%
Q4 2021$609,000
-1.1%
1,442
-6.1%
0.08%
-2.4%
Q3 2021$616,0001,5350.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders