Allen Mooney & Barnes Investment Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.

Quarter-by-quarter ownership
Allen Mooney & Barnes Investment Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$411,109
+10.0%
7130.0%0.07%
+2.8%
Q1 2024$373,612
+8.3%
7130.0%0.07%
+9.1%
Q4 2023$345,092
+16.7%
7130.0%0.07%
+4.8%
Q3 2023$295,824
-6.2%
7130.0%0.06%
-10.0%
Q2 2023$315,260
+27.0%
713
+19.6%
0.07%
+27.3%
Q1 2022$248,2225960.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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