PRIVATE TRUST CO NA - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$760,638
-4.0%
1,833
+2.3%
0.10%0.0%
Q2 2023$792,043
-17.3%
1,791
-27.9%
0.10%
-23.7%
Q1 2023$957,625
+133833.6%
2,484
+11.0%
0.13%
+23.6%
Q4 2022$715
-99.9%
2,237
-1.9%
0.11%
-7.0%
Q3 2022$701,000
-9.2%
2,281
-3.5%
0.11%
-5.0%
Q2 2022$772,0002,3640.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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