Thomas J. Herzfeld Advisors, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.

Quarter-by-quarter ownership
Thomas J. Herzfeld Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2016$12,000
+9.1%
1000.0%0.01%0.0%
Q2 2016$11,0000.0%1000.0%0.01%0.0%
Q1 2016$11,0000.0%1000.0%0.01%
+50.0%
Q4 2015$11,000
+10.0%
1000.0%0.00%0.0%
Q3 2015$10,000
-9.1%
1000.0%0.00%
-20.0%
Q2 2015$11,0000.0%1000.0%0.01%0.0%
Q1 2015$11,000
-42.1%
100
-46.2%
0.01%
-50.0%
Q4 2014$19,0000.0%1860.0%0.01%
-9.1%
Q3 2014$19,000
+5.6%
1860.0%0.01%
+10.0%
Q2 2014$18,0001860.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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