Evanson Asset 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
Evanson Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$991,105
-4.3%
2,389
+2.1%
0.09%
-3.2%
Q2 2023$1,035,317
-8.5%
2,341
-20.2%
0.09%
-16.1%
Q1 2023$1,131,411
+20.7%
2,935
+0.0%
0.11%
+10.9%
Q4 2022$937,258
+4.0%
2,934
+0.1%
0.10%
-4.7%
Q3 2022$901,000
-5.9%
2,9320.0%0.11%
+1.0%
Q2 2022$958,000
-12.3%
2,932
+11.8%
0.10%
-0.9%
Q1 2022$1,092,000
-9.1%
2,6220.0%0.11%
-0.9%
Q4 2021$1,201,000
+14.5%
2,622
+0.0%
0.11%
-0.9%
Q3 2021$1,049,000
+0.4%
2,6210.0%0.11%
-0.9%
Q2 2021$1,045,000
+11.3%
2,621
+0.0%
0.11%
-21.6%
Q1 2021$939,000
+1.3%
2,6200.0%0.14%
-5.4%
Q4 2020$927,000
+21.7%
2,620
+7.0%
0.15%
+6.5%
Q3 2020$762,000
+6.4%
2,448
-4.8%
0.14%
-2.8%
Q2 2020$716,000
+38.2%
2,571
+5.1%
0.14%
+14.5%
Q1 2020$518,000
+2.6%
2,447
+18.7%
0.12%
+25.3%
Q4 2019$505,000
+13.7%
2,0620.0%0.10%
+8.8%
Q3 2019$444,000
+2.1%
2,0620.0%0.09%
+3.4%
Q2 2019$435,0002,0620.09%
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