PDS Planning, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$464,165
-5.3%
1,119
+0.9%
0.06%
-4.8%
Q2 2023$490,189
+14.7%
1,1090.0%0.06%
+6.8%
Q1 2023$427,341
+20.7%
1,109
+0.1%
0.06%
+3.5%
Q4 2022$354,057
+3.8%
1,1080.0%0.06%
-8.1%
Q3 2022$341,000
-5.3%
1,108
+0.5%
0.06%
-4.6%
Q2 2022$360,000
-20.2%
1,102
+1.8%
0.06%
-17.7%
Q1 2022$451,000
-4.9%
1,082
+4.5%
0.08%
-13.2%
Q4 2021$474,000
+14.2%
1,0350.0%0.09%
-5.2%
Q3 2021$415,000
+0.5%
1,0350.0%0.10%
-5.0%
Q2 2021$413,000
+11.3%
1,035
+0.1%
0.10%
-6.5%
Q1 2021$371,000
+1.4%
1,0340.0%0.11%
-14.3%
Q4 2020$366,000
+14.0%
1,034
+0.5%
0.13%
-3.8%
Q3 2020$321,000
+23.9%
1,029
+10.5%
0.13%
+12.0%
Q2 2020$259,000
+25.7%
931
-4.0%
0.12%
-10.7%
Q1 2020$206,0009700.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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