Shira Ridge Wealth Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,132 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Shira Ridge Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$3,295,825
+7.6%
5,716
-2.2%
1.84%
+4.7%
Q1 2024$3,064,067
-1.3%
5,844
-8.9%
1.75%
-5.9%
Q4 2023$3,103,805
+21.7%
6,413
+4.3%
1.86%
+11.2%
Q3 2023$2,551,056
-6.8%
6,149
-0.6%
1.68%
-2.2%
Q2 2023$2,735,871
+15.4%
6,188
+0.6%
1.71%
+9.5%
Q1 2023$2,371,224
+14.5%
6,152
-5.1%
1.56%
+9.7%
Q4 2022$2,070,4526,4821.43%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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