Orion Capital Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$88,374
+349.5%
213
+317.6%
0.06%
+338.5%
Q1 2023$19,659
+515.5%
51
+410.0%
0.01%
+550.0%
Q4 2022$3,194
+6.5%
100.0%0.00%0.0%
Q3 2022$3,0000.0%100.0%0.00%0.0%
Q2 2022$3,000
-25.0%
100.0%0.00%0.0%
Q1 2022$4,000
-20.0%
100.0%0.00%
-33.3%
Q4 2021$5,000
+25.0%
100.0%0.00%
+50.0%
Q3 2021$4,0000.0%100.0%0.00%0.0%
Q2 2021$4,0000.0%100.0%0.00%
-33.3%
Q1 2021$4,000
-85.2%
10
-86.8%
0.00%
-85.0%
Q4 2020$27,000760.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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