Edge Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$62,000
+14.8%
1350.0%0.01%0.0%
Q3 2021$54,0000.0%1350.0%0.01%0.0%
Q2 2021$54,000
+12.5%
1350.0%0.01%
+10.0%
Q1 2021$48,0000.0%1350.0%0.01%
-9.1%
Q4 2020$48,000
+14.3%
1350.0%0.01%
+10.0%
Q3 2020$42,000
+10.5%
1350.0%0.01%
+42.9%
Q2 2020$38,000
+31.0%
1350.0%0.01%
+16.7%
Q1 2020$29,000
-12.1%
1350.0%0.01%
-14.3%
Q4 2019$33,0001350.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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