HighTower 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
HighTower Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$147,951,000
-5.7%
356,706
+0.6%
0.28%
-10.0%
Q2 2023$156,843,000
+1.8%
354,748
-11.2%
0.31%
-8.0%
Q1 2023$154,037,000
+18.0%
399,530
-2.3%
0.34%
+12.8%
Q4 2022$130,573,000
+13.0%
408,758
+8.7%
0.30%
-3.9%
Q3 2022$115,573,000
-1.7%
375,881
+4.4%
0.31%
+2.0%
Q2 2022$117,554,000
-22.0%
359,896
-0.7%
0.30%
-9.5%
Q1 2022$150,803,000
-5.5%
362,251
+4.0%
0.34%
-4.0%
Q4 2021$159,603,000
+21.5%
348,286
+6.3%
0.35%
-0.6%
Q3 2021$131,384,000
+4.9%
327,583
+4.4%
0.35%
-3.0%
Q2 2021$125,207,000
+7.8%
313,816
-3.1%
0.36%
-1.1%
Q1 2021$116,171,000
+32.2%
323,964
+14.8%
0.37%
-13.4%
Q3 2020$87,854,000
+11.8%
282,098
+0.1%
0.42%
-1.2%
Q2 2020$78,555,000
+40.4%
281,915
+6.8%
0.43%
+18.2%
Q1 2020$55,950,000
-10.5%
263,946
+3.4%
0.36%
-1.6%
Q4 2019$62,515,000
+12.7%
255,379
-0.7%
0.37%
+22.2%
Q3 2019$55,447,000
+0.9%
257,255
-1.3%
0.30%
-7.6%
Q2 2019$54,970,000
+64.2%
260,726
+56.0%
0.33%
+46.0%
Q1 2019$33,480,000
+16.2%
167,140
-2.9%
0.22%
+1.4%
Q4 2018$28,807,000
-20.2%
172,090
-3.5%
0.22%
-15.0%
Q3 2018$36,109,000
+12.0%
178,404
+0.5%
0.26%
+3.2%
Q2 2018$32,239,000
+6.2%
177,585
+0.1%
0.25%
-0.8%
Q1 2018$30,357,000
+14.6%
177,464
+10.2%
0.25%
+17.1%
Q4 2017$26,493,000
+11.1%
161,017
+2.6%
0.22%
+6.9%
Q3 2017$23,851,000
+14.2%
156,906
+5.9%
0.20%
+8.6%
Q2 2017$20,879,000
+54.9%
148,163
+49.1%
0.19%
+45.0%
Q1 2017$13,476,000
+55.5%
99,400
+39.3%
0.13%
+37.2%
Q4 2016$8,667,000
+6.0%
71,367
+4.8%
0.09%
-1.1%
Q3 2016$8,173,000
+10.7%
68,128
-1.4%
0.10%
+2.2%
Q2 2016$7,383,000
-36.0%
69,085
-34.4%
0.09%
+144.7%
Q1 2016$11,530,000
-63.2%
105,310
-63.7%
0.04%
-89.8%
Q4 2015$31,368,000
+348.7%
289,845
+315.5%
0.37%
+301.1%
Q3 2015$6,991,000
-0.3%
69,751
+5.7%
0.09%
-17.0%
Q2 2015$7,009,000
+1.2%
65,982
+1.5%
0.11%
+8.7%
Q1 2015$6,923,000
+32.9%
64,992
+30.3%
0.10%
+28.8%
Q4 2014$5,210,000
+27.0%
49,869
+21.7%
0.08%
+15.9%
Q3 2014$4,102,000
+4.5%
40,987
+1.1%
0.07%
+1.5%
Q2 2014$3,925,000
+6.9%
40,555
+1.1%
0.07%
-5.6%
Q1 2014$3,673,000
-22.7%
40,123
-24.4%
0.07%
-26.5%
Q4 2013$4,749,000
-41.4%
53,040
-47.2%
0.10%
-51.7%
Q3 2013$8,102,000
+19.0%
100,391
+9.1%
0.20%
+9.7%
Q2 2013$6,808,00092,0190.18%
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