MONETA GROUP INVESTMENT ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,181 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$5,730,385
+12.0%
9,938
+1.9%
0.09%
+10.8%
Q1 2024$5,116,198
+27.5%
9,757
+17.7%
0.08%
+5.1%
Q4 2023$4,013,949
+31.4%
8,293
+12.6%
0.08%
+14.5%
Q3 2023$3,055,022
+11.6%
7,363
+18.9%
0.07%
+13.1%
Q2 2023$2,737,089
+14.0%
6,190
-0.6%
0.06%
+5.2%
Q1 2023$2,400,425
+53.1%
6,227
+39.2%
0.06%
+34.9%
Q4 2022$1,567,666
-33.2%
4,474
-41.4%
0.04%
-51.7%
Q3 2022$2,346,000
+42.6%
7,632
+51.5%
0.09%
+58.9%
Q2 2022$1,645,000
-9.3%
5,038
+15.7%
0.06%
-21.1%
Q1 2022$1,814,000
-16.2%
4,356
-7.8%
0.07%
-19.3%
Q4 2021$2,164,000
+14.1%
4,723
-0.0%
0.09%
+1.1%
Q3 2021$1,896,000
+7.5%
4,725
+6.8%
0.09%
+7.4%
Q2 2021$1,764,000
+40.9%
4,424
+26.7%
0.08%
+22.7%
Q1 2021$1,252,000
+451.5%
3,492
+443.9%
0.07%
+312.5%
Q4 2020$227,000
+10.2%
642
-36.8%
0.02%
-23.8%
Q3 2018$206,000
-5.5%
1,016
-98.7%
0.02%
-12.5%
Q2 2018$218,00077,4020.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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