OLIVER LAGORE VANVALIN INVESTMENT GROUP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
OLIVER LAGORE VANVALIN INVESTMENT GROUP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,121,679
-7.1%
2,703
-1.1%
0.44%
+0.5%
Q2 2023$1,207,912
-18.1%
2,732
-28.6%
0.44%
-29.8%
Q1 2023$1,475,366
-24.4%
3,827
-37.4%
0.63%
-42.8%
Q4 2022$1,951,827
-61.5%
6,111
-62.9%
1.10%
-66.3%
Q3 2022$5,069,000
+6.6%
16,492
+13.2%
3.27%
+17.8%
Q2 2022$4,757,000
-29.2%
14,569
-10.7%
2.77%
-38.4%
Q1 2022$6,722,000
-96.1%
16,313
-95.7%
4.50%
-64.0%
Q4 2021$174,340,000380,51012.49%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders