Joule Financial, 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
Joule Financial, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,485,594
-6.6%
13,194
-0.5%
2.80%
-7.4%
Q2 2023$5,870,351
+17.7%
13,256
+2.4%
3.02%
+12.9%
Q1 2023$4,988,576
-20.9%
12,942
-34.5%
2.68%
-36.0%
Q4 2022$6,307,715
-1.0%
19,748
-4.8%
4.18%
-12.5%
Q3 2022$6,373,000
-5.3%
20,733
+0.6%
4.78%
-9.0%
Q2 2022$6,731,00020,6125.25%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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