BlackDiamond Wealth Management, 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
BlackDiamond Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$311,253
-11.0%
769
-0.3%
0.28%
-4.7%
Q2 2023$349,674
+17.8%
771
-4.3%
0.30%
-3.0%
Q1 2023$296,943
+12.3%
806
-0.6%
0.30%
+1.3%
Q4 2022$264,518
-1.3%
811
+0.2%
0.30%
-7.1%
Q3 2022$268,000
-8.2%
809
-1.9%
0.32%
-11.3%
Q2 2022$292,000
-14.9%
825
+0.1%
0.36%
-11.0%
Q1 2022$343,000
-18.3%
824
-10.0%
0.41%
-15.1%
Q4 2021$420,0009160.48%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders