ROPES WEALTH ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,018 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$310,430
+25.7%
702
+13.2%
0.05%
+33.3%
Q2 2021$247,000
+9.8%
6200.0%0.04%0.0%
Q1 2021$225,000
+2.7%
6200.0%0.04%
+14.7%
Q4 2020$219,000
+13.5%
6200.0%0.03%
-8.1%
Q3 2020$193,000
+11.6%
6200.0%0.04%
+5.7%
Q2 2020$173,000
+31.1%
620
-0.6%
0.04%
+6.1%
Q1 2020$132,000
-29.8%
624
-18.8%
0.03%
-19.5%
Q4 2019$188,000
+13.3%
7680.0%0.04%
+17.1%
Q3 2019$166,000
+492.9%
768
+486.3%
0.04%
+483.3%
Q2 2019$28,000
-90.0%
131
-90.5%
0.01%
-91.3%
Q3 2018$279,000
+12.0%
1,3750.0%0.07%
+3.0%
Q2 2018$249,000
+6.0%
1,3750.0%0.07%
+4.7%
Q1 2018$235,000
+3.5%
1,3750.0%0.06%
+8.5%
Q4 2017$227,000
+8.6%
1,3750.0%0.06%
+3.5%
Q3 2017$209,000
+7.7%
1,3750.0%0.06%
+3.6%
Q2 2017$194,000
+4.3%
1,3750.0%0.06%
+1.9%
Q1 2017$186,000
+11.4%
1,3750.0%0.05%
+3.8%
Q4 2016$167,000
+0.6%
1,3750.0%0.05%
-7.1%
Q3 2016$166,0001,3750.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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