WealthPLAN Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$241,691
+16.8%
4990.0%0.02%
+4.2%
Q3 2023$206,904
-1.3%
499
+5.3%
0.02%
-20.0%
Q2 2023$209,592
+21.4%
474
+5.8%
0.03%
+50.0%
Q1 2023$172,698
-14.9%
448
-18.4%
0.02%
+17.6%
Q4 2020$203,000
-97.8%
549
+684.3%
0.02%
-48.5%
Q1 2017$9,426,000
-56.5%
70
-61.3%
0.03%
+371.4%
Q3 2016$21,678,000
+94152.2%
181
-14.2%
0.01%
Q2 2016$23,000
-99.9%
211
-81.3%
0.00%
-100.0%
Q4 2015$33,658,000
+76395.5%
1,130
+175.6%
0.01%
-73.7%
Q2 2015$44,000
-73.7%
410
-73.7%
0.02%
-75.6%
Q1 2015$167,0001,5600.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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