Baltimore-Washington Financial Advisors, Inc. - 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
Baltimore-Washington Financial Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$510,282
+62.5%
885
+36.4%
0.03%
+36.4%
Q4 2023$314,116
+50.2%
649
+28.8%
0.02%
+29.4%
Q3 2023$209,110
+4082.2%
504
+908.0%
0.02%
+1600.0%
Q2 2015$5,0000.0%500.0%0.00%0.0%
Q1 2015$5,0000.0%500.0%0.00%0.0%
Q4 2014$5,0000.0%500.0%0.00%
-50.0%
Q3 2014$5,000500.00%
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