Strategic Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Strategic Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$310,125
+26.2%
747
+34.4%
0.06%
+29.8%
Q2 2023$245,736
+14.7%
5560.0%0.05%
+9.3%
Q1 2023$214,230
-1.3%
556
-21.5%
0.04%
-10.4%
Q3 2022$217,000
-50.7%
708
-47.4%
0.05%
-47.8%
Q2 2022$440,000
-23.2%
1,347
-2.2%
0.09%
-7.1%
Q1 2022$573,000
-41.8%
1,377
-35.9%
0.10%
-29.3%
Q4 2021$985,000
+14.7%
2,149
+0.3%
0.14%
-24.3%
Q3 2021$859,000
+1.8%
2,142
+1.1%
0.18%
-15.5%
Q2 2021$844,000
+8.3%
2,118
-2.5%
0.22%
-3.1%
Q1 2021$779,000
-5.3%
2,173
-6.3%
0.23%
-5.0%
Q4 2020$823,000
+20.1%
2,320
+6.6%
0.24%
+3.5%
Q3 2020$685,000
+8.7%
2,176
+0.7%
0.23%
-2.1%
Q2 2020$630,000
+48.9%
2,161
+14.6%
0.24%
+27.7%
Q1 2020$423,000
-14.2%
1,886
-6.3%
0.18%
+7.0%
Q4 2019$493,000
+4.4%
2,013
-8.2%
0.17%
-2.8%
Q3 2019$472,000
+2.2%
2,1920.0%0.18%
+0.6%
Q2 2019$462,000
+9.7%
2,192
+4.5%
0.18%
+8.0%
Q1 2019$421,000
+18.9%
2,097
-1.1%
0.16%
+5.2%
Q4 2018$354,000
-31.1%
2,121
-16.5%
0.16%
-17.6%
Q3 2018$514,000
+13.0%
2,539
+1.3%
0.19%
+2.7%
Q2 2018$455,000
+9.4%
2,507
+3.0%
0.18%
+6.4%
Q1 2018$416,000
+1.7%
2,433
-2.0%
0.17%
+3.0%
Q4 2017$409,000
+20.6%
2,483
+11.2%
0.17%
+13.6%
Q3 2017$339,000
+16.5%
2,232
+8.1%
0.15%
+10.5%
Q2 2017$291,000
-1.4%
2,065
-5.1%
0.13%
-4.3%
Q1 2017$295,000
+43.9%
2,176
+29.2%
0.14%
+28.7%
Q4 2016$205,0001,6840.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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