Sweet Financial Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,427 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.88 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sweet Financial Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$770,573
+6.4%
1,336
-3.3%
0.18%
+5.4%
Q1 2024$724,513
+10.3%
1,382
+1.8%
0.17%
+7.1%
Q4 2023$656,672
+16.7%
1,3570.0%0.16%
+4.7%
Q3 2023$562,840
-11.6%
1,357
-5.8%
0.15%
-10.2%
Q2 2023$636,899
+27.5%
1,440
+11.2%
0.17%
+20.3%
Q1 2023$499,348
-3.0%
1,295
-19.6%
0.14%
-8.6%
Q4 2022$514,647
+75.0%
1,611
+68.5%
0.15%
+60.6%
Q3 2022$294,000
-10.9%
956
-5.4%
0.09%
-8.7%
Q2 2022$330,000
-21.6%
1,011
+0.1%
0.10%
-8.8%
Q1 2022$421,000
-5.8%
1,010
+3.6%
0.11%
-39.2%
Q4 2021$447,0009750.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 109,201$57,258,45314.11%
TAIYO LIFE INSURANCE CO 296,500$155,46712.51%
Compass Financial Group, INC/SD 94,020$49,298,58111.44%
SWAN Capital LLC 38,072$19,962,90211.35%
TRUST CO OF OKLAHOMA 59,877$31,395,90611.14%
MONUMENTAL FINANCIAL GROUP INC. 38,858$20,375,05410.84%
AMI INVESTMENT MANAGEMENT INC 53,094$27,839,31810.11%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 186,385$97,729,0009.97%
Winthrop Capital Management, LLC 40,861$21,4259.87%
IFS Advisors, LLC 21,493$11,269,9729.84%
View complete list of VANGUARD WORLD FDS shareholders