Spears Abacus Advisors LLC - 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
Spears Abacus Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$562,189
-6.2%
1,3550.0%0.05%
-2.0%
Q2 2023$599,127
+14.7%
1,3550.0%0.05%
+4.3%
Q1 2023$522,312
+20.7%
1,3550.0%0.05%
+14.6%
Q4 2022$432,801
+113.2%
1,355
+105.3%
0.04%
+105.0%
Q3 2022$203,000
-6.0%
6600.0%0.02%
+5.3%
Q2 2022$216,000
-21.5%
6600.0%0.02%
-5.0%
Q1 2022$275,000
-42.0%
660
-36.2%
0.02%
-37.5%
Q4 2021$474,000
+14.2%
1,0350.0%0.03%
+6.7%
Q3 2021$415,000
-12.4%
1,035
-13.0%
0.03%
-11.8%
Q2 2021$474,000
+11.3%
1,1890.0%0.03%
+3.0%
Q1 2021$426,000
+1.2%
1,1890.0%0.03%
-5.7%
Q4 2020$421,000
+13.8%
1,1890.0%0.04%0.0%
Q3 2020$370,000
+11.8%
1,1890.0%0.04%0.0%
Q2 2020$331,000
+29.3%
1,189
-1.5%
0.04%
+12.9%
Q1 2020$256,000
-80.4%
1,207
-77.3%
0.03%
-77.7%
Q4 2019$1,303,000
+13.6%
5,3200.0%0.14%
+4.5%
Q3 2019$1,147,000
+2.2%
5,3200.0%0.13%
+0.8%
Q2 2019$1,122,000
+5.2%
5,3200.0%0.13%
-2.9%
Q1 2019$1,067,000
+20.2%
5,3200.0%0.14%
+4.6%
Q4 2018$888,000
-17.6%
5,3200.0%0.13%
+0.8%
Q3 2018$1,078,000
+11.7%
5,3200.0%0.13%
+3.2%
Q2 2018$965,000
+6.0%
5,3200.0%0.12%
+5.9%
Q1 2018$910,000
+3.3%
5,320
-0.6%
0.12%
+10.3%
Q4 2017$881,000
+8.4%
5,3500.0%0.11%
+10.3%
Q3 2017$813,000
+8.0%
5,3500.0%0.10%
+3.2%
Q2 2017$753,000
+3.7%
5,3500.0%0.09%
+2.2%
Q1 2017$726,000
+11.7%
5,3500.0%0.09%
+10.8%
Q4 2016$650,000
-38.2%
5,350
-38.8%
0.08%
-37.1%
Q3 2016$1,052,000
+12.4%
8,7390.0%0.13%
+10.9%
Q2 2016$936,000
-2.2%
8,7390.0%0.12%
+1.7%
Q1 2016$957,000
-32.6%
8,739
-33.4%
0.12%
-27.8%
Q4 2015$1,420,000
-25.8%
13,114
-31.5%
0.16%
-26.0%
Q3 2015$1,915,000
-5.9%
19,1540.0%0.22%
-2.7%
Q2 2015$2,035,000
+42.9%
19,154
+43.3%
0.22%
+32.4%
Q1 2015$1,424,000
+0.9%
13,369
-1.0%
0.17%
+8.3%
Q4 2014$1,411,000
+12.5%
13,509
+7.8%
0.16%
+4.7%
Q3 2014$1,254,000
+30.6%
12,534
+26.4%
0.15%
+32.7%
Q2 2014$960,0009,9190.11%
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