MONTAG & CALDWELL, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
MONTAG & CALDWELL, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2020$417,000
+11.5%
1,3410.0%0.02%0.0%
Q2 2020$374,000
-12.0%
1,341
-33.2%
0.02%
-10.7%
Q1 2020$425,000
-13.4%
2,0060.0%0.03%
+21.7%
Q4 2019$491,000
+13.7%
2,0060.0%0.02%
+4.5%
Q3 2019$432,000
+2.1%
2,0060.0%0.02%0.0%
Q2 2019$423,000
+5.2%
2,0060.0%0.02%
+4.8%
Q1 2019$402,000
+20.0%
2,0060.0%0.02%
+16.7%
Q4 2018$335,000
+8.8%
2,006
+32.1%
0.02%
+50.0%
Q3 2018$308,000
-21.2%
1,519
-29.5%
0.01%
-25.0%
Q2 2018$391,000
+6.0%
2,1560.0%0.02%
+23.1%
Q1 2018$369,000
+3.9%
2,1560.0%0.01%
+18.2%
Q4 2017$355,000
+8.2%
2,1560.0%0.01%
+10.0%
Q3 2017$328,000
+42.0%
2,156
+31.2%
0.01%
+42.9%
Q2 2017$231,000
-22.7%
1,643
-25.4%
0.01%
-22.2%
Q1 2017$299,000
+12.0%
2,2010.0%0.01%
+50.0%
Q4 2016$267,000
-8.9%
2,201
-9.7%
0.01%0.0%
Q3 2016$293,000
-6.7%
2,437
-16.9%
0.01%0.0%
Q2 2016$314,000
-14.4%
2,933
-13.5%
0.01%
-14.3%
Q4 2015$367,000
-6.4%
3,389
-8.2%
0.01%
+16.7%
Q2 2015$392,0003,6910.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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