KWMG, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$10,568,360
-6.5%
25,472
-0.4%
1.33%
-5.1%
Q2 2023$11,308,684
+17.6%
25,576
+2.5%
1.40%
+7.9%
Q1 2023$9,616,706
+21.1%
24,948
+0.3%
1.30%
+15.1%
Q4 2022$7,943,727
+7.6%
24,870
+3.5%
1.13%
-0.7%
Q3 2022$7,385,000
-1.8%
24,027
+4.3%
1.14%
+0.3%
Q2 2022$7,522,000
-17.8%
23,035
+4.8%
1.13%
-9.7%
Q1 2022$9,152,000
-6.0%
21,975
+3.4%
1.26%
-4.7%
Q4 2021$9,739,000
+15.9%
21,256
+1.5%
1.32%
+7.4%
Q3 2021$8,403,000
+2.2%
20,941
+2.7%
1.23%
-0.6%
Q2 2021$8,222,000
+16.9%
20,386
+3.9%
1.23%
+9.9%
Q1 2021$7,035,000
-10.2%
19,623
-11.4%
1.12%
-19.9%
Q4 2020$7,834,000
+13.4%
22,143
-0.2%
1.40%
+0.1%
Q3 2020$6,910,000
+10.7%
22,185
-0.9%
1.40%
+3.6%
Q2 2020$6,242,000
+41.8%
22,397
+7.8%
1.35%
+14.7%
Q1 2020$4,402,000
+1580.2%
20,773
+1841.4%
1.18%
+1964.9%
Q4 2019$262,000
-7.7%
1,070
-20.6%
0.06%
-16.2%
Q2 2019$284,000
+2.2%
1,347
-2.8%
0.07%
-1.4%
Q1 2019$278,000
-49.3%
1,386
-57.8%
0.07%
-54.0%
Q4 2018$548,000
-39.4%
3,284
-26.4%
0.15%
-35.1%
Q3 2018$904,000
+7.6%
4,463
-3.6%
0.23%
+0.4%
Q2 2018$840,000
-14.2%
4,631
-19.1%
0.23%
-20.1%
Q1 2018$979,000
-12.4%
5,723
-15.7%
0.29%
-14.5%
Q4 2017$1,118,000
-0.5%
6,788
-8.2%
0.34%
-8.9%
Q3 2017$1,124,000
+1.6%
7,393
-5.8%
0.37%
-5.4%
Q2 2017$1,106,000
+0.2%
7,852
-3.5%
0.39%
-8.2%
Q1 2017$1,104,000
+6.5%
8,137
-4.7%
0.43%
-5.5%
Q4 2016$1,037,000
-0.1%
8,537
-1.0%
0.45%
-10.5%
Q3 2016$1,038,000
+12.0%
8,626
-0.4%
0.50%
+0.6%
Q2 2016$927,000
-3.5%
8,660
-1.3%
0.50%
-11.5%
Q1 2016$961,000
+1.2%
8,7740.0%0.57%
-11.8%
Q4 2015$950,000
+6.7%
8,774
-1.4%
0.64%
-4.2%
Q3 2015$890,000
-8.3%
8,903
-2.6%
0.67%
-5.8%
Q2 2015$971,000
-3.2%
9,138
-0.4%
0.71%
-11.2%
Q1 2015$1,003,000
+6.0%
9,171
+0.4%
0.80%
+1.5%
Q4 2014$946,0009,1380.79%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT 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