Perigon Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,216 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
Perigon Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$5,627,627
+37.5%
11,627
+17.8%
0.18%
+10.8%
Q3 2023$4,093,928
-62.5%
9,867
-60.1%
0.17%
-22.8%
Q2 2023$10,924,898
+188.4%
24,708
+151.5%
0.22%0.0%
Q1 2023$3,787,771
-53.7%
9,826
-65.0%
0.22%
-15.0%
Q4 2022$8,175,724
+492.0%
28,077
+524.8%
0.25%
+112.6%
Q3 2022$1,381,000
-37.3%
4,494
-33.3%
0.12%
-35.3%
Q2 2022$2,201,000
-22.1%
6,740
-0.6%
0.18%
-8.0%
Q1 2022$2,825,000
-9.9%
6,782
-0.8%
0.20%
-10.7%
Q4 2021$3,134,000
+27.9%
6,839
+12.0%
0.22%
+5.2%
Q3 2021$2,450,000
+18.2%
6,106
+17.5%
0.21%
+15.8%
Q2 2021$2,072,000
+42.3%
5,196
+27.9%
0.18%
+24.3%
Q1 2021$1,456,000
+51.2%
4,062
+49.2%
0.15%
+32.1%
Q4 2020$963,000
+85.5%
2,723
+63.4%
0.11%
+53.4%
Q3 2020$519,000
+25.4%
1,666
+12.2%
0.07%
+10.6%
Q2 2020$414,000
+24.7%
1,485
+0.5%
0.07%
+6.5%
Q1 2020$332,000
-10.5%
1,478
-1.5%
0.06%
-18.4%
Q4 2019$371,000
+12.1%
1,5000.0%0.08%
-2.6%
Q3 2019$331,000
+1.5%
1,500
-3.1%
0.08%
+2.6%
Q2 2019$326,000
-1.2%
1,5480.0%0.08%
-1.3%
Q1 2019$330,000
+21.8%
1,548
+2.0%
0.08%
+11.6%
Q4 2018$271,000
-12.0%
1,518
-0.1%
0.07%
-9.2%
Q3 2018$308,000
+77.0%
1,519
+49.2%
0.08%
+18.8%
Q1 2018$174,000
-15.1%
1,018
-18.0%
0.06%
-15.8%
Q4 2017$205,000
+4000.0%
1,242
+4040.0%
0.08%
+3700.0%
Q3 2017$5,000
+25.0%
300.0%0.00%
+100.0%
Q2 2017$4,0000.0%300.0%0.00%0.0%
Q1 2017$4,0000.0%300.0%0.00%0.0%
Q4 2016$4,0000.0%300.0%0.00%0.0%
Q3 2016$4,000
+33.3%
300.0%0.00%0.0%
Q2 2016$3,000
-99.8%
30
-99.3%
0.00%
-99.2%
Q3 2011$1,381,0004,4940.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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