J.W. COLE ADVISORS, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,997,268
+0.8%
16,865
+7.4%
0.52%
+4.2%
Q2 2023$6,940,834
+4.2%
15,698
-9.1%
0.50%
+4.4%
Q1 2023$6,660,070
+14.7%
17,278
-5.0%
0.47%
+6.0%
Q4 2022$5,808,471
-0.6%
18,185
-4.3%
0.45%
-8.4%
Q3 2022$5,842,000
-8.0%
19,006
-2.3%
0.49%
-3.6%
Q2 2022$6,349,000
-26.4%
19,444
-6.2%
0.51%
-12.5%
Q1 2022$8,630,000
+1.9%
20,722
+12.1%
0.58%
+4.9%
Q4 2021$8,468,000
+49.7%
18,483
+30.3%
0.55%
+23.8%
Q2 2021$5,657,000
+88.8%
14,186
+69.7%
0.44%
+54.0%
Q1 2021$2,997,000
+12.8%
8,360
+11.3%
0.29%
+4.7%
Q4 2020$2,658,000
+8.8%
7,513
-4.2%
0.28%
+47.6%
Q3 2020$2,443,000
+106.2%
7,844
+62.1%
0.19%
+25.5%
Q4 2019$1,185,0004,8390.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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