Steward Financial Group LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Financial Group LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$232
+38.9%
561
+48.4%
0.07%
+39.6%
Q2 2023$167
+15.2%
3780.0%0.05%
+10.4%
Q1 2023$145
+20.8%
3780.0%0.05%
-20.0%
Q4 2022$120
-99.8%
378
+82.6%
0.06%
+7.1%
Q2 2022$67,000
-22.1%
2070.0%0.06%
-27.3%
Q1 2022$86,000
-8.5%
2070.0%0.08%
-11.5%
Q4 2021$94,0002070.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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