BlackDiamond Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,252 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$414,091
-0.4%
778
-1.9%
0.27%
-8.1%
Q1 2024$415,802
+7.0%
793
+3.1%
0.30%
+3.9%
Q4 2023$388,653
+24.9%
7690.0%0.28%
+1.4%
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 Q2 2023
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders