Allworth Financial LP - 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
Allworth Financial LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$8,384,484
+7.0%
14,637
-2.1%
0.05%
-1.8%
Q1 2024$7,839,208
+6.1%
14,951
-2.0%
0.06%
-1.8%
Q4 2023$7,385,919
+141.8%
15,260
+107.3%
0.06%
+115.4%
Q3 2023$3,054,688
+7.5%
7,362
+14.6%
0.03%
+8.3%
Q2 2023$2,840,627
+4.9%
6,424
-8.6%
0.02%
-11.1%
Q1 2023$2,708,672
+14.1%
7,027
-5.5%
0.03%
+3.8%
Q4 2022$2,374,564
+64.6%
7,434
+58.3%
0.03%
+44.4%
Q3 2022$1,443,000
-12.4%
4,696
-6.9%
0.02%
-21.7%
Q2 2022$1,648,000
-17.8%
5,046
+4.8%
0.02%
-11.5%
Q1 2022$2,005,000
+123.0%
4,814
+145.2%
0.03%
+100.0%
Q4 2021$899,000
+24.3%
1,963
+9.0%
0.01%
+8.3%
Q3 2021$723,000
-14.5%
1,801
-15.1%
0.01%
-25.0%
Q2 2021$846,000
+10.6%
2,121
-0.7%
0.02%0.0%
Q1 2021$765,0000.0%2,135
-1.2%
0.02%
-20.0%
Q4 2020$765,000
-5.9%
2,161
-17.3%
0.02%
-16.7%
Q3 2020$813,000
+10.0%
2,612
-1.5%
0.02%
+4.3%
Q2 2020$739,000
+29.6%
2,653
-1.4%
0.02%
+21.1%
Q1 2020$570,000
-50.7%
2,692
-43.1%
0.02%
-53.7%
Q4 2019$1,157,000
+46.6%
4,727
+29.2%
0.04%
+36.7%
Q3 2019$789,000
-10.5%
3,659
-12.5%
0.03%
-11.8%
Q2 2019$882,000
-35.3%
4,182
-38.5%
0.03%
-42.4%
Q1 2019$1,364,000
-92.2%
6,796
-93.5%
0.06%
-93.2%
Q4 2018$17,532,000
-15.6%
105,091
+2.5%
0.87%
-8.0%
Q3 2018$20,772,000
+68.4%
102,546
+50.8%
0.94%
+59.5%
Q2 2018$12,334,000
+82126.7%
67,991
+75445.6%
0.59%
+58900.0%
Q1 2018$15,000
+66.7%
90
+63.6%
0.00%0.0%
Q4 2017$9,000
-81.2%
55
-82.8%
0.00%
-75.0%
Q3 2017$48,000
+14.3%
319
+7.8%
0.00%0.0%
Q2 2017$42,000
+5.0%
2960.0%0.00%0.0%
Q1 2017$40,000
+11.1%
2960.0%0.00%0.0%
Q4 2016$36,0000.0%2960.0%0.00%0.0%
Q3 2016$36,000
+12.5%
2960.0%0.00%0.0%
Q2 2016$32,0000.0%2960.0%0.00%0.0%
Q1 2016$32,000
+23.1%
296
+22.8%
0.00%
-20.0%
Q4 2015$26,0002410.01%
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