OPTIMUM INVESTMENT ADVISORS - 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
OPTIMUM INVESTMENT ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$4,227,653
+14.5%
8,735
-1.8%
2.13%
+12.5%
Q3 2023$3,691,301
-3.6%
8,897
+2.7%
1.89%
+0.7%
Q2 2023$3,830,625
+19.2%
8,663
+3.9%
1.88%
+11.4%
Q1 2023$3,213,347
+22.9%
8,336
+1.8%
1.68%
+18.8%
Q4 2022$2,615,343
+7.3%
8,188
+3.3%
1.42%
+8.1%
Q3 2022$2,437,000
-4.5%
7,930
+1.5%
1.31%
+2.7%
Q2 2022$2,552,000
-21.3%
7,814
+0.4%
1.28%
-6.5%
Q1 2022$3,243,000
-12.2%
7,786
-3.4%
1.37%
-5.0%
Q4 2021$3,693,000
+18.7%
8,061
+4.0%
1.44%
+9.7%
Q3 2021$3,110,000
-1.4%
7,750
-2.0%
1.31%
+33.2%
Q2 2021$3,154,000
+17.5%
7,909
+5.6%
0.98%
+25.4%
Q1 2021$2,684,000
-3.3%
7,488
-4.6%
0.78%
-6.9%
Q4 2020$2,777,000
+22.0%
7,849
+7.4%
0.84%
+10.3%
Q3 2020$2,276,000
+5.4%
7,307
-5.7%
0.76%
+1.6%
Q2 2020$2,159,000
+30.8%
7,745
-0.5%
0.75%
+11.1%
Q1 2020$1,650,000
-17.7%
7,787
-4.9%
0.68%
+13.8%
Q4 2019$2,004,000
+27.2%
8,185
+12.0%
0.60%
+19.7%
Q3 2019$1,575,000
+6.5%
7,306
+4.2%
0.50%
+3.5%
Q2 2019$1,479,000
+5.8%
7,014
+0.6%
0.48%
+4.6%
Q1 2019$1,398,000
+22.3%
6,971
+1.7%
0.46%
+16.8%
Q4 2018$1,143,000
-12.9%
6,852
+5.7%
0.39%
+8.3%
Q3 2018$1,313,000
+13.9%
6,482
+1.9%
0.36%
+9.3%
Q2 2018$1,153,000
+9.4%
6,359
+3.1%
0.33%
+7.1%
Q1 2018$1,054,000
+10.3%
6,165
+6.3%
0.31%
+2.0%
Q4 2017$956,000
+15.2%
5,802
+6.2%
0.30%
+9.4%
Q3 2017$830,000
+18.9%
5,464
+10.3%
0.28%
+14.9%
Q2 2017$698,000
+23.8%
4,953
+19.0%
0.24%
+21.0%
Q1 2017$564,000
+16.5%
4,162
+4.5%
0.20%
+9.9%
Q4 2016$484,000
+18.9%
3,984
+17.7%
0.18%
+19.0%
Q3 2016$407,000
+1.5%
3,385
-9.5%
0.15%
-1.3%
Q2 2016$401,000
+1.3%
3,742
+3.5%
0.16%
-0.6%
Q1 2016$396,000
-14.1%
3,614
-15.0%
0.16%
-12.4%
Q4 2015$461,000
+13.8%
4,254
+5.0%
0.18%
+8.5%
Q3 2015$405,000
+75.3%
4,051
+86.3%
0.16%
+124.7%
Q1 2015$231,000
+17.9%
2,175
-38.7%
0.07%
+15.9%
Q4 2014$196,000
+3.7%
3,550
+89.3%
0.06%0.0%
Q3 2014$189,000
+4.4%
1,8750.0%0.06%
+6.8%
Q2 2014$181,000
+18.3%
1,875
+11.9%
0.06%
+3.5%
Q1 2014$153,000
+2.0%
1,6750.0%0.06%
+1.8%
Q4 2013$150,000
+24.0%
1,675
+11.7%
0.06%
+12.0%
Q3 2013$121,0001,5000.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT 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