Regis Management CO LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 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
Regis Management CO LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$239
-5.9%
5750.0%0.08%
-1.2%
Q2 2023$254
+14.4%
5750.0%0.08%
+10.7%
Q1 2023$222
-99.9%
5750.0%0.08%
+74.4%
Q1 2022$239,000
-9.1%
5750.0%0.04%0.0%
Q4 2021$263,000
+13.9%
5750.0%0.04%
+7.5%
Q3 2021$231,000
+0.9%
5750.0%0.04%
+2.6%
Q2 2021$229,000
+11.2%
5750.0%0.04%
+5.4%
Q1 2021$206,0005750.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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