Davis Investment Partners, LLC - 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
Davis Investment Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,108,138
-7.3%
7,4740.0%1.66%
+3.4%
Q2 2023$3,353,360
+17.3%
7,4740.0%1.60%
+5.7%
Q1 2023$2,858,954
+4.2%
7,4740.0%1.51%
+9.3%
Q4 2022$2,744,6027,4741.38%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders