Kovitz Investment Group Partners, 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
Kovitz Investment Group Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,253,828
-7.5%
3,022
-1.4%
0.02%
+15.0%
Q2 2023$1,355,220
+137765.7%
3,065
+20.1%
0.02%
+17.6%
Q1 2023$983
+19.6%
2,551
-0.9%
0.02%
+6.2%
Q4 2022$822
-99.8%
2,575
+76.9%
0.02%
+60.0%
Q3 2022$448,000
-10.6%
1,456
-5.1%
0.01%
-9.1%
Q2 2022$501,000
-20.5%
1,534
+1.5%
0.01%
-8.3%
Q1 2022$630,000
-70.3%
1,512
-74.8%
0.01%
-76.0%
Q4 2021$2,124,000
+403.3%
6,003
+471.2%
0.05%
+525.0%
Q3 2021$422,000
-11.3%
1,051
-11.9%
0.01%
-11.1%
Q2 2021$476,000
-73.6%
1,193
-76.3%
0.01%
-78.6%
Q1 2021$1,804,000
-15.1%
5,031
-16.2%
0.04%
-19.2%
Q4 2020$2,124,000
+9.2%
6,003
-3.9%
0.05%
-3.7%
Q3 2020$1,945,000
+5.6%
6,244
-5.5%
0.05%
-5.3%
Q2 2020$1,841,000
+22.2%
6,604
-7.1%
0.06%
+5.6%
Q1 2020$1,506,000
-12.5%
7,108
+1.1%
0.05%
+8.0%
Q4 2019$1,721,000
-0.9%
7,030
-12.7%
0.05%
-9.1%
Q3 2019$1,736,000
+7.6%
8,055
+5.3%
0.06%
+7.8%
Q2 2019$1,613,000
+9.5%
7,650
+4.2%
0.05%
+8.5%
Q1 2019$1,473,0007,3430.05%
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