ESG Planning DBA Harper Investing - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.

Quarter-by-quarter ownership
ESG Planning DBA Harper Investing ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$5,414,879
+159.6%
9,391
+136.0%
5.33%
+117.2%
Q1 2024$2,086,127
+229.9%
3,979
+204.7%
2.45%
+263.9%
Q4 2023$632,314
+14.9%
1,306
-1.5%
0.67%
+6.8%
Q3 2023$550,248
+21.9%
1,326
+29.9%
0.63%
+21.1%
Q2 2023$451,292
-55.0%
1,021
-60.7%
0.52%
-58.2%
Q1 2023$1,001,978
-63.3%
2,599
-69.6%
1.24%
-63.1%
Q4 2022$2,731,193
-56.6%
8,551
-58.2%
3.37%
-47.8%
Q3 2022$6,298,000
-3.0%
20,446
+2.9%
6.45%
-2.1%
Q2 2022$6,490,000
-13.1%
19,874
+10.8%
6.60%
-4.8%
Q1 2022$7,468,00017,9326.93%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders