BlackDiamond Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 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 Q1 2022
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