BALASA DINVERNO & FOLTZ LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$235,000
-3.7%
766
+2.7%
0.02%0.0%
Q2 2022$244,000
-21.5%
7460.0%0.02%
-28.6%
Q1 2022$311,000
-9.1%
7460.0%0.02%
-4.5%
Q4 2021$342,000
+14.4%
7460.0%0.02%
+4.8%
Q3 2021$299,000
+0.7%
7460.0%0.02%0.0%
Q2 2021$297,000
+11.2%
7460.0%0.02%0.0%
Q1 2021$267,000
+1.1%
7460.0%0.02%
-4.5%
Q4 2020$264,000
+13.8%
7460.0%0.02%0.0%
Q3 2020$232,000
+11.5%
7460.0%0.02%
-4.3%
Q2 2020$208,0007460.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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