WMG Financial Advisors, 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
WMG Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$843,080
+2.1%
2,032
+8.8%
0.72%
+17.8%
Q2 2023$825,953
-0.9%
1,868
+38.4%
0.61%
-12.0%
Q1 2023$833,767
-32.0%
1,350
-64.9%
0.69%
-33.8%
Q4 2022$1,226,830
+12.8%
3,841
+9.3%
1.04%
+6.5%
Q3 2022$1,088,000
+69.2%
3,515
+79.0%
0.98%
+75.9%
Q2 2022$643,000
+104.1%
1,964
+158.8%
0.56%
+140.1%
Q1 2022$315,000
+52.9%
759
+68.3%
0.23%
+44.1%
Q4 2021$206,0004510.16%
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