Trinity Legacy 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
Trinity Legacy Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,661,675
+29.7%
4,005
+38.2%
0.57%
+28.1%
Q2 2023$1,280,938
+27.9%
2,897
+11.5%
0.45%
+19.1%
Q1 2023$1,001,837
+25.9%
2,599
+4.3%
0.38%
+18.6%
Q4 2022$795,970
+6.3%
2,492
+2.3%
0.32%
-0.9%
Q3 2022$749,000
+7.8%
2,436
+18.1%
0.32%
+18.5%
Q2 2022$695,000
-25.1%
2,062
-7.5%
0.27%
-13.7%
Q1 2022$928,000
+3.9%
2,228
+14.4%
0.31%
+3.3%
Q4 2021$893,000
+15.1%
1,948
+0.8%
0.30%
+8.6%
Q3 2021$776,000
-6.6%
1,933
-5.1%
0.28%
-8.5%
Q2 2021$831,000
+6.3%
2,037
+0.7%
0.30%
-2.2%
Q1 2021$782,000
-50.0%
2,023
-54.2%
0.31%
-56.1%
Q4 2020$1,563,000
+7.7%
4,418
+0.5%
0.71%
+1.3%
Q3 2020$1,451,000
+19.6%
4,397
+3.4%
0.70%
+12.7%
Q2 2020$1,213,000
+29.9%
4,252
-6.3%
0.62%
-5.5%
Q1 2020$934,000
-23.8%
4,539
-6.4%
0.66%
+14.8%
Q4 2019$1,226,000
+109.2%
4,848
+80.6%
0.57%
+97.6%
Q3 2019$586,000
+96.6%
2,684
+90.6%
0.29%
+41.5%
Q2 2019$298,0001,4080.20%
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