Lauterbach Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lauterbach Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$455,452
-6.2%
1,0980.0%0.36%
-3.5%
Q2 2023$485,349
+14.7%
1,0980.0%0.37%
+8.5%
Q1 2023$423,122
+20.7%
1,0980.0%0.34%
+9.6%
Q4 2022$350,584
+4.0%
1,098
+0.1%
0.31%
-9.0%
Q3 2022$337,000
-5.9%
1,0970.0%0.34%
+0.9%
Q2 2022$358,000
-21.7%
1,0970.0%0.34%
-18.1%
Q1 2022$457,000
-9.1%
1,0970.0%0.42%
-6.5%
Q4 2021$503,0001,0970.44%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 135,603$48,612,00018.72%
NORTHSTAR ASSET MANAGEMENT Co LLC 118,204$42,375,00012.06%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 35,668$12,781,00011.50%
Curtis Advisory Group, LLC 69,130$24,782,00010.98%
MONUMENTAL FINANCIAL GROUP INC. 31,801$11,400,00010.88%
Elwood & Goetz Wealth Advisory Group, LLC 72,610$26,030,00010.80%
HORIZON FINANCIAL SERVICES, LLC 33,553$12,028,00010.54%
Annex Advisory Services, LLC 283,404$101,597,0009.78%
TRUST CO OF OKLAHOMA 75,444$27,045,919,0009.72%
Madden Advisory Services, Inc. 31,283$11,215,0008.78%
View complete list of VANGUARD WORLD FDS shareholders