SOA Wealth Advisors, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,440,980
-5.8%
3,473
+0.3%
0.36%0.0%
Q2 2023$1,530,124
+13.9%
3,461
-0.7%
0.36%
+8.2%
Q1 2023$1,342,810
+21.1%
3,484
+0.3%
0.33%
+11.1%
Q4 2022$1,109,117
+4.2%
3,472
+0.2%
0.30%
-6.9%
Q3 2022$1,064,000
-0.3%
3,464
+6.0%
0.32%
+1.9%
Q2 2022$1,067,000
-18.1%
3,269
+4.4%
0.31%
-1.3%
Q1 2022$1,303,000
+9.8%
3,130
+21.4%
0.32%
+10.8%
Q4 2021$1,187,000
+20.8%
2,579
+5.2%
0.29%
+13.9%
Q3 2021$983,000
-2.3%
2,451
-2.9%
0.25%
-2.7%
Q2 2021$1,006,000
+3.1%
2,523
-7.3%
0.26%
-5.1%
Q1 2021$976,000
-4.5%
2,722
-0.3%
0.27%
-1.8%
Q4 2020$1,022,0002,7290.28%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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