Riverview Trust Co - 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
Riverview Trust Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,319
-6.2%
80.0%0.00%0.0%
Q2 2023$3,537
+14.7%
80.0%0.00%0.0%
Q1 2023$3,084
+102700.0%
80.0%0.00%0.0%
Q4 2022$3
-99.8%
80.0%0.00%
+50.0%
Q3 2022$2,000
-33.3%
80.0%0.00%
-33.3%
Q2 2022$3,0000.0%80.0%0.00%
+50.0%
Q1 2022$3,000
-25.0%
80.0%0.00%0.0%
Q4 2021$4,000
+33.3%
80.0%0.00%
-33.3%
Q3 2021$3,0000.0%80.0%0.00%0.0%
Q2 2021$3,0000.0%80.0%0.00%0.0%
Q1 2021$3,0000.0%80.0%0.00%0.0%
Q4 2020$3,000
+50.0%
80.0%0.00%
+50.0%
Q3 2020$2,0000.0%80.0%0.00%0.0%
Q2 2020$2,000
-50.0%
8
-50.0%
0.00%0.0%
Q1 2020$4,000
+100.0%
16
+100.0%
0.00%
+100.0%
Q4 2019$2,0000.0%80.0%0.00%0.0%
Q3 2019$2,0000.0%80.0%0.00%0.0%
Q2 2019$2,0000.0%80.0%0.00%
-50.0%
Q1 2019$2,00080.00%
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