B. Riley Wealth Advisors, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,018 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$14,825,677
+51.0%
25,679
+8.7%
0.38%
+41.7%
Q1 2024$9,818,103
-24.9%
23,614
-12.6%
0.27%
-24.4%
Q4 2023$13,073,051
+33.2%
27,010
+14.4%
0.35%
+32.3%
Q3 2023$9,818,103
-32.0%
23,614
-27.6%
0.27%
-17.9%
Q2 2023$14,435,748
+1.8%
32,611
-11.4%
0.32%
-14.3%
Q1 2023$14,184,392
+2.0%
36,798
-15.5%
0.38%
-3.1%
Q4 2022$13,911,672
+20.2%
43,554
+15.6%
0.39%
+11.4%
Q3 2022$11,577,000
+6.4%
37,665
+13.1%
0.35%
-23.6%
Q2 2022$10,876,000
-27.4%
33,306
-7.3%
0.46%
-6.5%
Q1 2022$14,971,000
-16.2%
35,946
-7.8%
0.49%
-4.9%
Q4 2021$17,865,000
+14.4%
38,992
+0.1%
0.52%
+3.6%
Q3 2021$15,613,000
+1.6%
38,972
-1.6%
0.50%
-0.4%
Q2 2021$15,364,000
+14.1%
39,597
+5.1%
0.50%
+4.8%
Q1 2021$13,462,000
+11.3%
37,687
+10.2%
0.48%
-26.4%
Q4 2020$12,095,000
+2.4%
34,184
-13.6%
0.65%
+2.7%
Q3 2020$11,814,000
+25.4%
39,561
+17.0%
0.63%
+0.2%
Q2 2020$9,421,000
+53.1%
33,800
+16.4%
0.63%
+19.8%
Q1 2020$6,155,000
+293.8%
29,041
+355.4%
0.52%
+294.7%
Q4 2019$1,563,000
+11.6%
6,377
-1.7%
0.13%
-3.6%
Q3 2019$1,400,000
+7.0%
6,490
+4.7%
0.14%
-3.5%
Q2 2019$1,309,000
-0.2%
6,201
-5.1%
0.14%
-12.8%
Q1 2019$1,312,000
+42.3%
6,536
+18.4%
0.16%
+25.2%
Q4 2018$922,000
-21.9%
5,521
-5.1%
0.13%
-6.4%
Q3 2018$1,180,000
+19.3%
5,820
+6.9%
0.14%
+6.9%
Q2 2018$989,000
+13.5%
5,446
+7.1%
0.13%
+7.4%
Q1 2018$871,000
+7.1%
5,087
+3.1%
0.12%
+10.9%
Q4 2017$813,000
+29.7%
4,932
+10.9%
0.11%
+5.8%
Q3 2017$627,000
-0.3%
4,448
-0.2%
0.10%
-8.8%
Q2 2017$629,000
+7.9%
4,456
+3.9%
0.11%
-1.7%
Q1 2017$583,000
+23.3%
4,290
+10.5%
0.12%
+20.8%
Q4 2016$473,000
-36.1%
3,884
-36.7%
0.10%
-33.8%
Q3 2016$740,000
+126.3%
6,139
+101.9%
0.14%
+123.1%
Q2 2016$327,000
+18.1%
3,041
+20.1%
0.06%
+1.6%
Q1 2016$277,000
-21.1%
2,532
-21.8%
0.06%
-9.9%
Q4 2015$351,000
+9.3%
3,239
+1.0%
0.07%
-7.8%
Q3 2015$321,000
-12.5%
3,206
-7.1%
0.08%
-15.4%
Q2 2015$367,000
-2.9%
3,450
-2.8%
0.09%
-1.1%
Q1 2015$378,000
+13.5%
3,550
+11.5%
0.09%
+1214.3%
Q4 2014$333,000
-48.0%
3,185
-50.2%
0.01%
-92.8%
Q3 2014$640,000
-99.8%
6,402
-13.5%
0.10%
+12.8%
Q2 2014$368,264,000
+111495.2%
7,402
+105.6%
0.09%
-14.0%
Q1 2014$330,000
+0.6%
3,601
-1.6%
0.10%
-4.8%
Q4 2013$328,000
+11.2%
3,6610.0%0.10%
+4.0%
Q3 2013$295,000
+8.9%
3,6610.0%0.10%
+9.8%
Q2 2013$271,0003,6610.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
CMC Financial Group 142,311$30,012,00038.50%
NORTHSTAR ASSET MANAGEMENT Co LLC 168,219$35,476,00013.99%
Harel Insurance Investments & Financial Services Ltd. 1,027,750$216,742,00011.57%
Portfolio Strategies, Inc. 81,448$17,176,00011.34%
SEARCY FINANCIAL SERVICES INC /ADV 57,576$12,142,0009.53%
MFA WEALTH ADVISORS, LLC 53,429$11,268,0008.47%
Annex Advisory Services, LLC 282,472$59,571,0008.39%
Beacon Capital Management, Inc. 841,356$177,434,0008.13%
Migdal Insurance & Financial Holdings Ltd. 1,365,481$287,966,0007.36%
WBH ADVISORY INC 148,643$31,347,0007.27%
View complete list of VANGUARD WORLD FDS shareholders