TRUE Private Wealth Advisors - 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
TRUE Private Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$9,820,901
-11.1%
23,671
-5.2%
1.36%
-16.4%
Q2 2023$11,042,457
+13.0%
24,974
-1.5%
1.63%
+12.8%
Q1 2023$9,773,937
+20.4%
25,356
-0.2%
1.45%
+15.7%
Q4 2022$8,117,363
+5.9%
25,414
+1.9%
1.25%
+7.7%
Q3 2022$7,668,000
+4.9%
24,949
+11.4%
1.16%
+9.1%
Q2 2022$7,311,000
-6.0%
22,388
+11.2%
1.06%
-2.8%
Q1 2022$7,781,000
+1.6%
20,135
+20.4%
1.10%
+0.5%
Q4 2021$7,660,000
+10.7%
16,720
-2.8%
1.09%
+8.2%
Q3 2021$6,917,000
+3.5%
17,199
+2.6%
1.01%
+1.4%
Q2 2021$6,683,000
+24.8%
16,760
+12.2%
0.99%
+14.7%
Q1 2021$5,357,000
+29.7%
14,944
+28.0%
0.87%
+25.1%
Q4 2020$4,131,000
+19.4%
11,676
+5.1%
0.69%
+17.1%
Q3 2020$3,461,000
+18.3%
11,113
+5.9%
0.59%
+10.5%
Q2 2020$2,925,000
+244.9%
10,495
+162.2%
0.54%
+195.6%
Q1 2020$848,000
-20.5%
4,002
-8.1%
0.18%
+11.0%
Q4 2019$1,066,000
+1.4%
4,357
-10.3%
0.16%
-10.4%
Q3 2019$1,051,000
-19.2%
4,857
-21.3%
0.18%
-18.0%
Q2 2019$1,301,000
+12.1%
6,169
+6.6%
0.22%
+0.5%
Q1 2019$1,161,000
+6.5%
5,789
-11.5%
0.22%
+15.1%
Q4 2018$1,090,000
-99.9%
6,538
-13.9%
0.19%
-11.1%
Q3 2018$1,538,377,000
+128526.8%
7,595
+15.5%
0.22%
+14.9%
Q2 2018$1,196,0006,5780.19%
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