Sugarloaf Wealth Management, 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
Sugarloaf Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$232,344
-6.2%
5600.0%0.06%
+1.7%
Q2 2023$247,610
+14.7%
5600.0%0.06%
+9.4%
Q1 2023$215,863
+20.7%
5600.0%0.05%
+17.8%
Q4 2022$178,870
+3.4%
5600.0%0.04%
+2.3%
Q3 2022$173,000
-5.5%
5600.0%0.04%
-4.3%
Q2 2022$183,000
-21.5%
5600.0%0.05%
-16.4%
Q1 2022$233,000
-44.7%
560
-39.1%
0.06%
-45.0%
Q4 2021$421,000
+14.1%
920
+0.1%
0.10%
+3.1%
Q3 2021$369,000
-10.0%
919
-10.7%
0.10%
-13.4%
Q2 2021$410,000
-22.1%
1,029
+1125.0%
0.11%
-28.7%
Q1 2021$526,000
+165.7%
84
-85.0%
0.16%
+137.9%
Q4 2020$198,000
-2.9%
560
-14.4%
0.07%
-10.8%
Q3 2020$204,000
+12.1%
6540.0%0.07%
+5.7%
Q2 2020$182,000
+30.9%
6540.0%0.07%
+12.9%
Q1 2020$139,000
-12.0%
654
+1.7%
0.06%
-7.5%
Q4 2019$158,0006430.07%
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