SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,641
-5.8%
3,955
+0.4%
0.06%
-3.4%
Q2 2023$1,742
+10.9%
3,940
-3.4%
0.06%
+5.5%
Q1 2023$1,571
+18.7%
4,077
-1.6%
0.06%
+14.6%
Q4 2022$1,323
-99.9%
4,143
+14.4%
0.05%
-7.7%
Q3 2022$1,113,000
-3.6%
3,620
+2.4%
0.05%
-10.3%
Q2 2022$1,154,000
-21.6%
3,5340.0%0.06%
-14.7%
Q1 2022$1,472,000
-10.4%
3,534
-1.5%
0.07%
-8.1%
Q4 2021$1,643,000
+13.2%
3,587
-0.8%
0.07%
+4.2%
Q3 2021$1,451,000
-0.7%
3,615
-1.3%
0.07%
+7.6%
Q2 2021$1,461,000
-12.6%
3,663
-21.5%
0.07%
-18.5%
Q1 2021$1,672,000
+1.8%
4,665
+0.5%
0.08%
-9.0%
Q4 2020$1,643,000
+9.8%
4,644
-3.4%
0.09%
-4.3%
Q3 2020$1,497,000
+10.5%
4,808
-1.1%
0.09%
-3.1%
Q2 2020$1,355,000
+43.7%
4,861
+9.2%
0.10%
+28.0%
Q1 2020$943,0004,4510.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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