PLANNING DIRECTIONS INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 742 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$232
-6.1%
559
+0.2%
0.18%
-1.1%
Q2 2023$247
+14.9%
5580.0%0.18%
+12.5%
Q1 2023$215
-99.9%
558
+0.9%
0.16%
-1.2%
Q1 2022$231,000
-8.7%
5530.0%0.16%
-3.6%
Q4 2021$253,000
+14.5%
553
+0.5%
0.17%
+4.3%
Q3 2021$221,000
+0.9%
5500.0%0.16%
+0.6%
Q2 2021$219,000
-8.4%
550
-35.8%
0.16%
-28.3%
Q2 2020$239,000
+14.4%
857
+0.6%
0.22%
+15.5%
Q4 2019$209,000
-76.4%
852
-79.7%
0.19%
-78.5%
Q2 2019$885,000
+5.5%
4,195
+0.3%
0.90%
-9.9%
Q1 2019$839,000
+20.5%
4,182
+0.3%
1.00%
+15.9%
Q4 2018$696,000
-65.2%
4,170
-57.8%
0.86%
-53.8%
Q3 2018$2,002,000
+12.3%
9,884
+0.6%
1.86%
+8.1%
Q2 2018$1,782,000
+133.9%
9,826
+120.5%
1.72%
+130.5%
Q1 2018$762,0004,4560.75%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders