Westside Investment Management, Inc. - 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
Westside Investment Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$609,904
-8.0%
1,470
-2.0%
0.18%
-5.9%
Q2 2023$663,164
+13.9%
1,500
-0.7%
0.19%
+9.4%
Q1 2023$582,060
+1714.1%
1,5100.0%0.17%
+116.5%
Q4 2022$32,085
-100.0%
1,510
-23.4%
0.08%
-79.1%
Q3 2022$158,050,000
+644.0%
1,970
+29.6%
0.38%
+687.5%
Q2 2022$21,243,000
-0.6%
1,5200.0%0.05%
+2.1%
Q1 2022$21,375,000
-39.0%
1,520
-3.5%
0.05%
-41.2%
Q4 2021$35,049,000
+12.6%
1,575
-1.6%
0.08%
+11.1%
Q3 2021$31,125,000
-23.1%
1,600
-3.3%
0.07%
-23.4%
Q2 2021$40,497,000
+11.1%
1,655
-6.8%
0.09%
-2.1%
Q1 2021$36,449,000
+1.3%
1,775
-0.8%
0.10%
-3.0%
Q4 2020$35,976,000
+13.6%
1,790
+1.4%
0.10%
+607.1%
Q3 2020$31,663,000
+11.7%
1,765
-2.8%
0.01%
-17.6%
Q2 2020$28,348,000
-73.4%
1,815
-73.0%
0.02%
-76.7%
Q1 2020$106,513,000
+153.3%
6,715
+233.3%
0.07%
-21.5%
Q2 2019$42,054,000
-87.8%
2,015
-2.4%
0.09%
-26.8%
Q4 2018$345,961,000
-16.7%
2,0650.0%0.13%
-4.5%
Q3 2018$415,334,000
+9.3%
2,0650.0%0.13%
-0.7%
Q2 2018$379,965,000
+25.4%
2,065
+13.8%
0.13%
-19.3%
Q1 2018$302,887,000
-3.2%
1,8150.0%0.17%
-1.8%
Q4 2017$312,760,000
+2.7%
1,815
-7.6%
0.17%
-8.2%
Q3 2017$304,514,000
+0.9%
1,965
-7.1%
0.18%
-6.6%
Q2 2017$301,873,000
+6.0%
2,1150.0%0.20%
+44.9%
Q1 2017$284,806,000
+23.4%
2,115
+14.9%
0.14%
-13.4%
Q4 2016$230,718,0001,8400.16%
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