PRIO WEALTH LIMITED PARTNERSHIP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 495 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.

Quarter-by-quarter ownership
PRIO WEALTH LIMITED PARTNERSHIP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2024$1,222,762
+20.2%
2,332
+10.9%
0.04%0.0%
Q4 2023$1,017,368
+16.7%
2,1020.0%0.04%
+2.9%
Q3 2023$872,120
-6.5%
2,102
-0.4%
0.03%
+3.0%
Q2 2023$932,958
+14.7%
2,1100.0%0.03%
+6.5%
Q1 2023$813,342
+20.7%
2,1100.0%0.03%
+14.8%
Q4 2022$673,955
+3.9%
2,1100.0%0.03%
-3.6%
Q3 2022$648,551
-5.5%
2,110
+0.4%
0.03%
+3.7%
Q2 2022$686,408
+78346.6%
2,1020.0%0.03%
-6.9%
Q1 2022$875
-99.9%
2,1020.0%0.03%
-3.3%
Q4 2021$963,000
+14.1%
2,1020.0%0.03%
+7.1%
Q3 2021$844,000
+0.7%
2,1020.0%0.03%0.0%
Q2 2021$838,000
+11.1%
2,1020.0%0.03%
+3.7%
Q1 2021$754,000
+1.3%
2,1020.0%0.03%
-3.6%
Q4 2020$744,000
+13.6%
2,1020.0%0.03%
+3.7%
Q3 2020$655,000
+11.8%
2,1020.0%0.03%0.0%
Q2 2020$586,000
+31.7%
2,1020.0%0.03%
+8.0%
Q1 2020$445,000
-13.6%
2,1020.0%0.02%
+13.6%
Q4 2019$515,000
+13.7%
2,1020.0%0.02%
+4.8%
Q3 2019$453,000
+2.3%
2,1020.0%0.02%
+5.0%
Q2 2019$443,000
+5.2%
2,1020.0%0.02%0.0%
Q1 2019$421,000
+22.4%
2,102
+1.9%
0.02%
+11.1%
Q4 2018$344,000
+8.9%
2,062
+32.0%
0.02%
+28.6%
Q3 2018$316,000
+11.7%
1,5620.0%0.01%0.0%
Q2 2018$283,000
+6.0%
1,5620.0%0.01%
+7.7%
Q1 2018$267,000
+3.9%
1,5620.0%0.01%
+8.3%
Q4 2017$257,000
-12.6%
1,562
-19.4%
0.01%
-14.3%
Q3 2017$294,000
+5.4%
1,937
-2.3%
0.01%0.0%
Q2 2017$279,000
+4.1%
1,9820.0%0.01%0.0%
Q1 2017$268,000
+30.7%
1,982
+5.6%
0.01%
+27.3%
Q1 2016$205,000
+1.0%
1,8770.0%0.01%0.0%
Q4 2015$203,0001,8770.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
NameSharesValueWeighting ↓
CMC Financial Group 142,311$30,012,00038.50%
NORTHSTAR ASSET MANAGEMENT Co LLC 168,219$35,476,00013.99%
Harel Insurance Investments & Financial Services Ltd. 1,027,750$216,742,00011.57%
Portfolio Strategies, Inc. 81,448$17,176,00011.34%
SEARCY FINANCIAL SERVICES INC /ADV 57,576$12,142,0009.53%
MFA WEALTH ADVISORS, LLC 53,429$11,268,0008.47%
Annex Advisory Services, LLC 282,472$59,571,0008.39%
Beacon Capital Management, Inc. 841,356$177,434,0008.13%
Migdal Insurance & Financial Holdings Ltd. 1,365,481$287,966,0007.36%
WBH ADVISORY INC 148,643$31,347,0007.27%
View complete list of VANGUARD WORLD FDS shareholders