First Personal Financial Services - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,228 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
First Personal Financial Services ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$24,103
+43.6%
42
+31.2%
0.01%
+25.0%
Q1 2024$16,779
+8.3%
320.0%0.00%0.0%
Q4 2023$15,488
+41.6%
32
+23.1%
0.00%
+33.3%
Q3 2023$10,934
-6.2%
260.0%0.00%0.0%
Q2 2023$11,652
+14.7%
260.0%0.00%0.0%
Q1 2023$10,158
+536.1%
26
+420.0%
0.00%
Q4 2022$1,597
-93.9%
5
-94.1%
0.00%
-100.0%
Q3 2022$26,000
+188.9%
85
+226.9%
0.01%
+166.7%
Q2 2022$9,000
-18.2%
260.0%0.00%0.0%
Q1 2022$11,000
-8.3%
260.0%0.00%0.0%
Q4 2021$12,000
+140.0%
26
+116.7%
0.00%
+200.0%
Q3 2021$5,0000.0%120.0%0.00%0.0%
Q2 2021$5,000
+66.7%
12
+33.3%
0.00%0.0%
Q1 2021$3,000
+200.0%
9
+200.0%
0.00%
Q4 2020$1,000
-83.3%
3
-90.0%
0.00%
-100.0%
Q3 2019$6,000
-14.3%
30
-3.2%
0.00%0.0%
Q2 2019$7,000
-53.3%
31
-59.2%
0.00%
-60.0%
Q1 2019$15,000
+87.5%
76
+52.0%
0.01%
+66.7%
Q4 2018$8,000
-20.0%
500.0%0.00%0.0%
Q3 2018$10,000
+11.1%
500.0%0.00%0.0%
Q2 2018$9,0000.0%500.0%0.00%
+50.0%
Q1 2018$9,000
-43.8%
50
-47.4%
0.00%
-33.3%
Q4 2017$16,000
-38.5%
95
-44.1%
0.00%
-40.0%
Q3 2017$26,000
+8.3%
1700.0%0.01%0.0%
Q2 2017$24,000
+4.3%
1700.0%0.01%
-16.7%
Q1 2017$23,000
+9.5%
1700.0%0.01%0.0%
Q4 2016$21,000
+5.0%
1700.0%0.01%0.0%
Q3 2016$20,000
-4.8%
170
-12.4%
0.01%
-40.0%
Q1 2016$21,0001940.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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