MOSELEY INVESTMENT MANAGEMENT INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
MOSELEY INVESTMENT MANAGEMENT INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,818,412
-3.8%
4,383
+2.6%
1.09%
-1.4%
Q2 2023$1,889,575
+13.4%
4,274
-1.1%
1.10%
+1.9%
Q1 2023$1,666,198
+24.1%
4,323
+2.9%
1.08%
+12.4%
Q4 2022$1,342,366
+1.5%
4,203
-2.4%
0.96%
-1.0%
Q3 2022$1,323,000
-8.2%
4,306
-2.4%
0.97%
-3.4%
Q2 2022$1,441,000
-31.7%
4,413
-12.9%
1.01%
-11.8%
Q1 2022$2,111,000
-18.8%
5,068
-10.7%
1.14%
-3.4%
Q4 2021$2,599,000
+9.5%
5,674
-2.7%
1.18%
-0.5%
Q3 2021$2,374,000
+1.2%
5,834
-0.8%
1.19%
+2.8%
Q2 2021$2,346,000
+6.3%
5,884
-4.4%
1.16%
-5.5%
Q1 2021$2,207,000
-9.0%
6,157
-10.2%
1.22%
-13.3%
Q4 2020$2,426,000
+15.5%
6,856
+1.7%
1.41%
-5.8%
Q3 2020$2,100,000
+8.6%
6,743
-2.8%
1.50%
-6.9%
Q2 2020$1,934,000
+21.5%
6,939
-7.6%
1.61%
-14.1%
Q1 2020$1,592,000
-14.0%
7,512
-0.7%
1.87%
+2.7%
Q4 2019$1,852,000
+10.6%
7,565
-2.6%
1.82%
+3.6%
Q3 2019$1,674,000
-1.7%
7,764
-3.9%
1.76%
+10.6%
Q2 2019$1,703,000
+8.0%
8,076
+2.8%
1.59%
-3.2%
Q1 2019$1,577,0007,8581.64%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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