Round Rock Advisors, 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
Round Rock Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,723,910
-6.2%
4,1550.0%0.65%
-1.5%
Q2 2023$1,837,175
+13.6%
4,155
-1.0%
0.66%
+7.1%
Q1 2023$1,617,432
+17.1%
4,196
-2.9%
0.62%
+9.7%
Q4 2022$1,380,809
+2.2%
4,323
-1.7%
0.56%
-7.7%
Q3 2022$1,351,000
-12.4%
4,396
-6.9%
0.61%
-11.9%
Q2 2022$1,543,000
-21.8%
4,724
-0.3%
0.70%
-13.2%
Q1 2022$1,974,000
-13.8%
4,739
-5.2%
0.80%
-21.1%
Q4 2021$2,290,0004,9991.02%
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