SILVERCREST ASSET MANAGEMENT GROUP LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,177 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
SILVERCREST ASSET MANAGEMENT GROUP LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$454,353
+10.0%
7880.0%0.00%0.0%
Q1 2024$413,180
+20.1%
788
+10.8%
0.00%
+50.0%
Q4 2023$344,124
-31.5%
711
-41.3%
0.00%
-50.0%
Q3 2023$502,444
-4.6%
1,211
+1.7%
0.00%0.0%
Q2 2023$526,613
+17.8%
1,191
+2.7%
0.00%
+33.3%
Q1 2023$447,145
+20.7%
1,1600.0%0.00%0.0%
Q4 2022$370,516
+79.9%
1,160
+84.1%
0.00%
+50.0%
Q2 2022$206,000
-35.4%
630
-17.9%
0.00%0.0%
Q1 2022$319,000
-9.1%
7670.0%0.00%0.0%
Q4 2021$351,000
+14.0%
7670.0%0.00%0.0%
Q3 2021$308,000
+0.7%
7670.0%0.00%0.0%
Q2 2021$306,000
+11.3%
7670.0%0.00%0.0%
Q1 2021$275,000
+1.5%
7670.0%0.00%0.0%
Q4 2020$271,000
+13.4%
7670.0%0.00%0.0%
Q3 2020$239,000
+11.7%
7670.0%0.00%0.0%
Q2 2020$214,0007670.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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