EVERETT HARRIS & CO /CA/ - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
EVERETT HARRIS & CO /CA/ ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$202,471
-6.2%
4880.0%0.00%0.0%
Q2 2023$215,774
-52.8%
488
-67.2%
0.00%
-62.5%
Q3 2022$457,000
-43.7%
1,488
-40.2%
0.01%
-42.9%
Q2 2022$812,000
-79.4%
2,488
-73.7%
0.01%
-75.0%
Q1 2022$3,941,000
-9.1%
9,4630.0%0.06%
-6.7%
Q4 2021$4,336,000
+14.2%
9,4630.0%0.06%0.0%
Q3 2021$3,797,000
+0.6%
9,4630.0%0.06%0.0%
Q2 2021$3,774,0009,4630.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders