Asset Management Group, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Asset Management Group, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,884,466
-6.2%
6,952
-0.0%
0.63%
-2.9%
Q2 2023$3,074,490
+14.7%
6,9530.0%0.65%
+9.2%
Q1 2023$2,680,305
+20.9%
6,953
+0.2%
0.60%
+14.8%
Q4 2022$2,216,465
+4.5%
6,939
+0.5%
0.52%
-1.7%
Q3 2022$2,122,000
-5.9%
6,9040.0%0.53%
-2.0%
Q2 2022$2,255,000
-22.3%
6,904
-0.9%
0.54%
-10.9%
Q1 2022$2,902,000
-9.0%
6,969
+0.2%
0.61%
-3.2%
Q4 2021$3,188,000
+13.4%
6,958
-0.7%
0.63%
+8.7%
Q3 2021$2,811,000
-0.5%
7,005
-1.1%
0.58%
-1.4%
Q2 2021$2,826,000
+11.6%
7,086
+0.3%
0.58%
+6.8%
Q1 2021$2,532,000
+1.3%
7,0630.0%0.55%
-9.9%
Q4 2020$2,499,000
+13.8%
7,063
+0.2%
0.61%
-5.3%
Q3 2020$2,196,000
+12.0%
7,049
+0.2%
0.64%
+3.7%
Q2 2020$1,960,000
+31.8%
7,033
+0.2%
0.62%
+10.3%
Q1 2020$1,487,000
-13.3%
7,016
+0.1%
0.56%
+8.1%
Q4 2019$1,716,000
+13.3%
7,007
-0.2%
0.52%0.0%
Q3 2019$1,514,000
+2.2%
7,0240.0%0.52%
-1.3%
Q2 2019$1,481,000
+4.7%
7,024
-0.4%
0.53%
+2.5%
Q1 2019$1,415,000
+20.2%
7,050
-0.1%
0.51%
+6.2%
Q4 2018$1,177,000
-17.3%
7,055
+0.4%
0.48%
+0.2%
Q3 2018$1,424,000
+11.7%
7,029
+0.0%
0.48%
+8.3%
Q2 2018$1,275,000
+6.1%
7,0280.0%0.44%
+3.2%
Q1 2018$1,202,000
+2.2%
7,028
-1.6%
0.43%
+1.7%
Q4 2017$1,176,000
+8.9%
7,141
+0.5%
0.42%
+4.7%
Q3 2017$1,080,000
+8.3%
7,103
+0.3%
0.40%
+5.2%
Q2 2017$997,000
+3.7%
7,0820.0%0.38%
+1.3%
Q1 2017$961,000
+6.9%
7,082
-4.3%
0.38%
+3.0%
Q4 2016$899,000
-1.0%
7,401
-1.9%
0.37%
-2.1%
Q3 2016$908,000
+12.8%
7,541
+0.3%
0.38%
+8.0%
Q2 2016$805,000
-1.8%
7,516
+0.3%
0.35%
-4.1%
Q1 2016$820,000
+1.5%
7,491
+0.4%
0.36%
-0.8%
Q4 2015$808,000
+8.7%
7,462
+0.4%
0.37%
+5.5%
Q3 2015$743,000
-6.3%
7,435
-0.4%
0.35%
-2.8%
Q2 2015$793,000
-0.3%
7,4620.0%0.36%
-3.0%
Q1 2015$795,000
+1.0%
7,462
-1.0%
0.37%
-6.8%
Q4 2014$787,000
+5.5%
7,536
+1.1%
0.40%
-0.5%
Q3 2014$746,000
+3.5%
7,4540.0%0.40%
+2.3%
Q2 2014$721,000
+5.7%
7,4540.0%0.39%
-0.8%
Q1 2014$682,000
+2.2%
7,4540.0%0.39%
-3.4%
Q4 2013$667,000
+12.1%
7,454
+1.1%
0.41%
+4.9%
Q3 2013$595,000
+9.0%
7,3760.0%0.39%
+3.2%
Q2 2013$546,0007,3760.38%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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