Asset Dedication, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,427 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.88 and the average weighting 0.6%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$89,372
+319085.7%
155
+187.0%
0.01%
+200.0%
Q1 2024$28
+7.7%
540.0%0.00%0.0%
Q4 2023$26
+18.2%
540.0%0.00%0.0%
Q3 2023$22
+266.7%
54
+315.4%
0.00%
+100.0%
Q2 2023$6
+20.0%
130.0%0.00%
Q1 2023$5
+25.0%
130.0%0.00%
Q4 2022$4
-99.9%
130.0%0.00%
Q3 2022$4,000
-97.1%
13
-96.9%
0.00%
-100.0%
Q2 2022$140,000
+2700.0%
423
+3153.8%
0.02%
+2000.0%
Q1 2022$5,000
-80.0%
13
-76.4%
0.00%
-66.7%
Q4 2021$25,000
+13.6%
550.0%0.00%0.0%
Q3 2021$22,0000.0%550.0%0.00%0.0%
Q2 2021$22,000
+10.0%
550.0%0.00%
-25.0%
Q4 2020$20,000
+17.6%
550.0%0.00%0.0%
Q3 2020$17,000
+325.0%
55
+323.1%
0.00%
+300.0%
Q2 2020$4,000
-99.9%
13
-100.0%
0.00%
-99.9%
Q1 2020$6,106,000
+25.2%
28,817
+44.7%
1.82%
+31.9%
Q4 2019$4,876,000
+243700.0%
19,914
+165850.0%
1.38%
+137700.0%
Q3 2018$2,000
-94.1%
12
-96.2%
0.00%
-95.5%
Q4 2015$34,0003150.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
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