Bartlett & Co. LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$3,920
+17.1%
8,0520.0%0.06%
+6.7%
Q3 2023$3,348
-6.3%
8,052
-0.2%
0.06%
-3.2%
Q2 2023$3,575
+15.2%
8,072
+0.2%
0.06%
+3.3%
Q1 2023$3,104
+19.6%
8,052
-0.9%
0.06%
+15.4%
Q4 2022$2,596
-99.9%
8,1270.0%0.05%
-3.7%
Q3 2022$2,504,000
+110.4%
8,127
+123.0%
0.05%
+125.0%
Q2 2022$1,190,000
-21.6%
3,6450.0%0.02%
-11.1%
Q1 2022$1,518,000
-10.5%
3,645
-1.5%
0.03%
-6.9%
Q4 2021$1,696,000
+14.4%
3,701
+0.2%
0.03%
+3.6%
Q3 2021$1,483,000
+0.7%
3,6950.0%0.03%0.0%
Q2 2021$1,473,000
+11.2%
3,6950.0%0.03%
+3.7%
Q1 2021$1,325,000
+1.4%
3,6950.0%0.03%
-3.6%
Q4 2020$1,307,000
+13.6%
3,6950.0%0.03%
+3.7%
Q3 2020$1,151,000
+7.0%
3,695
-4.3%
0.03%
-3.6%
Q2 2020$1,076,000
+62.8%
3,860
+23.7%
0.03%
+40.0%
Q1 2020$661,000
+35.7%
3,120
+38.1%
0.02%
+53.8%
Q3 2019$487,000
+2.1%
2,2600.0%0.01%
-27.8%
Q2 2019$477,000
+24.5%
2,260
+18.3%
0.02%
+20.0%
Q1 2019$383,000
-16.2%
1,910
-30.3%
0.02%
-21.1%
Q4 2018$457,000
-17.7%
2,7400.0%0.02%
-9.5%
Q3 2018$555,000
-10.5%
2,740
-19.9%
0.02%
-16.0%
Q2 2018$620,000
+162.7%
3,420
+148.2%
0.02%
+150.0%
Q1 2018$236,000
-0.4%
1,378
-4.3%
0.01%
+11.1%
Q4 2017$237,000
-19.7%
1,440
-25.8%
0.01%
-25.0%
Q3 2017$295,000
+8.1%
1,9400.0%0.01%0.0%
Q2 2017$273,000
+44.4%
1,940
+39.6%
0.01%
+33.3%
Q1 2017$189,000
+11.8%
1,3900.0%0.01%
+12.5%
Q4 2016$169,000
+1.2%
1,3900.0%0.01%0.0%
Q3 2016$167,000
+12.1%
1,3900.0%0.01%
+14.3%
Q2 2016$149,000
-2.0%
1,3900.0%0.01%
-12.5%
Q1 2016$152,000
+0.7%
1,3900.0%0.01%0.0%
Q4 2015$151,000
+8.6%
1,3900.0%0.01%0.0%
Q3 2015$139,000
-6.1%
1,3900.0%0.01%
+14.3%
Q2 2015$148,0000.0%1,3900.0%0.01%0.0%
Q1 2015$148,000
+2.1%
1,3900.0%0.01%0.0%
Q4 2014$145,000
+4.3%
1,3900.0%0.01%0.0%
Q3 2014$139,000
+172.5%
1,390
+164.8%
0.01%
+250.0%
Q2 2014$51,000
+6.2%
5250.0%0.00%0.0%
Q1 2014$48,000
+2.1%
5250.0%0.00%0.0%
Q4 2013$47,000
+11.9%
5250.0%0.00%0.0%
Q3 2013$42,000
-2.3%
525
-9.5%
0.00%0.0%
Q2 2013$43,0005800.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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