Collaborative Wealth Managment Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$407,017
-10.5%
981
-4.7%
0.24%
-10.3%
Q2 2023$454,983
+3.3%
1,029
-10.0%
0.27%
-2.5%
Q1 2023$440,592
+10.1%
1,143
-8.8%
0.28%
+5.7%
Q4 2022$400,221
+2.6%
1,253
-1.3%
0.26%
-4.7%
Q3 2022$390,000
-6.0%
1,2700.0%0.28%
+1.5%
Q2 2022$415,000
-31.5%
1,270
-3.9%
0.27%
-18.1%
Q4 2021$606,000
+11.6%
1,322
+1.4%
0.33%
+6.1%
Q1 2021$543,0001,3040.31%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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