IFP Advisors, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,224,758
-4.0%
7,763
-27.3%
0.14%
+95.9%
Q2 2023$3,360,860
+239.7%
10,676
+101.4%
0.07%
+72.1%
Q1 2023$989,470
+52615.5%
5,301
-47.0%
0.04%
-14.0%
Q4 2022$1,877
-99.9%
9,994
-7.7%
0.05%
-5.7%
Q3 2022$2,028,000
+3.7%
10,833
+3.7%
0.05%
-14.5%
Q2 2022$1,955,000
-35.3%
10,450
-35.3%
0.06%
+63.2%
Q1 2022$3,022,000
+29.8%
16,161
+217.9%
0.04%
-17.4%
Q4 2021$2,329,000
+18.9%
5,084
+3.8%
0.05%
+17.9%
Q3 2021$1,959,000
+5.4%
4,896
+5.3%
0.04%
+2.6%
Q2 2021$1,858,000
-0.2%
4,649
-10.3%
0.04%
+5.6%
Q1 2021$1,861,000
-6.0%
5,184
-7.3%
0.04%
-55.0%
Q4 2020$1,980,000
+13.5%
5,595
-0.3%
0.08%
-23.1%
Q3 2020$1,744,000
+44.4%
5,612
+27.4%
0.10%
+8.3%
Q2 2020$1,208,000
+18.0%
4,405
-6.3%
0.10%
-6.8%
Q1 2020$1,024,000
-56.2%
4,700
-50.7%
0.10%
-41.5%
Q4 2019$2,340,000
+51.9%
9,538
+32.1%
0.18%
+70.9%
Q3 2019$1,540,000
-13.9%
7,219
-18.9%
0.10%
-57.8%
Q1 2019$1,788,000
-24.4%
8,905
-37.8%
0.24%
+69.4%
Q4 2018$2,366,000
-26.0%
14,324
-9.2%
0.14%
+10.8%
Q3 2018$3,196,000
+13.9%
15,777
+2.0%
0.13%
+10.2%
Q2 2018$2,806,000
+4.8%
15,467
-4.8%
0.12%
-2.5%
Q1 2018$2,677,0000.0%16,2530.0%0.12%0.0%
Q4 2017$2,677,000
+11.0%
16,253
+2.5%
0.12%
+26.0%
Q3 2017$2,411,000
+8.6%
15,860
+0.6%
0.10%
+2.1%
Q2 2017$2,221,000
-17.5%
15,767
-20.5%
0.09%
-19.7%
Q1 2017$2,691,000
+34.3%
19,841
+20.4%
0.12%
+20.6%
Q4 2016$2,003,000
+34.4%
16,485
+33.2%
0.10%
+26.0%
Q3 2016$1,490,000
+6.6%
12,376
-5.2%
0.08%
-1.3%
Q2 2016$1,398,000
-21.8%
13,055
+46.6%
0.08%
-68.0%
Q1 2016$1,788,000
+50.5%
8,905
-18.8%
0.24%
+205.0%
Q4 2015$1,188,00010,9680.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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