Joel Isaacson & Co., 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
Joel Isaacson & Co., LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,420,546
-6.1%
8,244
+0.1%
0.23%
-4.1%
Q2 2023$3,642,830
+13.4%
8,239
-1.1%
0.24%
+5.6%
Q1 2023$3,212,012
+20.8%
8,333
+0.1%
0.23%
+12.7%
Q4 2022$2,659,249
+3.8%
8,326
-0.2%
0.20%
-7.2%
Q3 2022$2,563,000
-5.9%
8,3400.0%0.22%
-3.5%
Q2 2022$2,723,000
-11.3%
8,340
+4.5%
0.23%
+1.3%
Q1 2022$3,070,000
-16.0%
7,982
+0.1%
0.23%
-10.0%
Q4 2021$3,655,000
+14.4%
7,977
+0.2%
0.25%
+4.1%
Q3 2021$3,195,000
+19.2%
7,963
+18.5%
0.24%
+15.9%
Q2 2021$2,680,000
+11.4%
6,720
+0.2%
0.21%
-1.4%
Q1 2021$2,405,000
+199.5%
6,709
+195.7%
0.21%
+167.1%
Q4 2020$803,000
+75.7%
2,269
+54.7%
0.08%
+33.9%
Q3 2020$457,000
+11.7%
1,467
+0.1%
0.06%
+1.7%
Q2 2020$409,000
+31.5%
1,4660.0%0.06%
+7.4%
Q1 2020$311,000
-13.4%
1,466
+0.1%
0.05%
+14.9%
Q4 2019$359,000
+13.6%
1,465
+0.1%
0.05%
+4.4%
Q3 2019$316,000
+2.3%
1,4640.0%0.04%0.0%
Q2 2019$309,000
+5.1%
1,4640.0%0.04%
+4.7%
Q1 2019$294,000
+17.1%
1,464
+0.1%
0.04%
+7.5%
Q4 2018$251,000
-15.2%
1,4630.0%0.04%
-14.9%
Q3 2018$296,000
-1.7%
1,463
-12.0%
0.05%
-6.0%
Q2 2018$301,000
+124.6%
1,662
+50.5%
0.05%
+85.2%
Q4 2016$134,000
+362.1%
1,104
+356.2%
0.03%
+350.0%
Q3 2016$29,000
+11.5%
2420.0%0.01%0.0%
Q2 2016$26,000
-3.7%
2420.0%0.01%0.0%
Q1 2016$27,000
+170.0%
242
+157.4%
0.01%
+200.0%
Q4 2015$10,000
+11.1%
940.0%0.00%0.0%
Q3 2015$9,000940.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT LLC 175,909$35,292,00014.37%
Portfolio Strategies, Inc. 81,819$16,415,00012.97%
Harel Insurance Investments & Financial Services Ltd. 846,450$169,823,0009.89%
SEARCY FINANCIAL SERVICES INC /ADV 57,783$11,593,0009.50%
Annex Advisory Services, LLC 275,560$55,286,0008.28%
Beacon Capital Management, Inc. 853,223$171,182,0007.79%
BRANDYWINE OAK PRIVATE WEALTH LLC 174,209$34,951,0007.29%
MFA WEALTH ADVISORS, LLC 55,131$11,052,0007.26%
WBH ADVISORY INC 150,439$30,182,0007.18%
TRUST CO OF OKLAHOMA 77,741$15,597,177,0007.09%
View complete list of VANGUARD WORLD FDS shareholders