ESG Planning DBA Harper Investing - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
ESG Planning DBA Harper Investing ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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 Q3 2023
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