Landmark Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 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
Landmark Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,217,226
-9.6%
5,344
-3.6%
0.90%
-10.4%
Q2 2023$2,451,335
+9.3%
5,544
-4.7%
1.01%
+2.1%
Q1 2023$2,243,050
+16.4%
5,819
-3.5%
0.98%
+10.8%
Q4 2022$1,927,001
+2.7%
6,033
-1.2%
0.89%
-10.4%
Q3 2022$1,877,000
-7.5%
6,107
-1.7%
0.99%
-0.5%
Q2 2022$2,029,000
-14.0%
6,213
-0.2%
1.00%
-11.9%
Q1 2022$2,358,000
-18.3%
6,226
-1.2%
1.13%
-11.8%
Q4 2021$2,886,000
+12.4%
6,300
-12.0%
1.28%
-7.2%
Q3 2021$2,568,000
-7.3%
7,163
+3.1%
1.38%
+4.5%
Q2 2021$2,769,000
+7.8%
6,945
-3.0%
1.32%
-4.3%
Q1 2021$2,568,000
-53.1%
7,163
-53.6%
1.38%
-10.3%
Q4 2020$5,470,000
-7.7%
15,436
-18.0%
1.54%
-17.9%
Q3 2020$5,928,000
+81.2%
18,814
+64.1%
1.88%
-12.0%
Q2 2020$3,272,000
-2.4%
11,466
-19.8%
2.14%
-7.1%
Q1 2020$3,353,000
-14.9%
14,297
-5.1%
2.30%
+0.2%
Q4 2019$3,941,000
+11.1%
15,063
-8.5%
2.30%
+4.1%
Q3 2019$3,547,000
+2.1%
16,458
-0.1%
2.20%
+3.7%
Q2 2019$3,475,000
+5.1%
16,478
+0.0%
2.13%
-1.9%
Q1 2019$3,305,000
+19.3%
16,476
-0.8%
2.17%
+19.7%
Q4 2018$2,771,000
-18.8%
16,611
-1.4%
1.81%
-10.7%
Q3 2018$3,413,000
+4.3%
16,850
-6.6%
2.03%
+0.0%
Q2 2018$3,271,000
+5.0%
18,036
-1.0%
2.03%
+3.7%
Q1 2018$3,115,000
-51.8%
18,217
-53.6%
1.96%
-4.4%
Q4 2017$6,462,000
+103.5%
39,236
+87.8%
2.04%
-4.7%
Q3 2017$3,175,000
+2.1%
20,888
-5.4%
2.14%
-3.9%
Q2 2017$3,109,000
-2.3%
22,081
-5.9%
2.23%
-5.6%
Q1 2017$3,181,000
-5.9%
23,456
-15.7%
2.37%
-12.5%
Q4 2016$3,381,000
-9.9%
27,831
-10.7%
2.70%
-15.3%
Q3 2016$3,751,000
-15.3%
31,165
-24.7%
3.19%
-23.0%
Q2 2016$4,431,000
-25.1%
41,380
-23.4%
4.14%
-30.9%
Q1 2016$5,914,000
-9.2%
53,995
-10.3%
6.00%
-12.7%
Q4 2015$6,516,000
-16.2%
60,175
+674.2%
6.87%
-19.9%
Q3 2015$7,773,000
-6.0%
7,773
-90.0%
8.57%
+0.2%
Q2 2015$8,267,000
+0.5%
77,830
+0.8%
8.55%
-1.0%
Q1 2015$8,225,000
-0.0%
77,220
-1.9%
8.64%
+1.7%
Q4 2014$8,228,00078,7508.49%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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