CHOREO, 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
CHOREO, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,329,767
-5.6%
8,008
+0.6%
0.12%
-1.7%
Q2 2023$3,526,829
+2.5%
7,964
-10.8%
0.12%
-0.8%
Q1 2023$3,441,550
+1104.3%
8,928
+897.5%
0.12%
+764.3%
Q4 2022$285,782
+29.3%
895
+25.0%
0.01%
+7.7%
Q3 2022$221,000
-2.2%
716
+3.6%
0.01%0.0%
Q2 2022$226,000
-13.1%
691
+10.7%
0.01%0.0%
Q1 2022$260,000
-9.1%
6240.0%0.01%
-7.1%
Q4 2021$286,000
+2.1%
624
-10.5%
0.01%
-6.7%
Q3 2021$280,000
-1.4%
697
-2.0%
0.02%0.0%
Q2 2021$284,000
+11.4%
7110.0%0.02%
-6.2%
Q1 2021$255,000
+1.2%
7110.0%0.02%
-11.1%
Q4 2020$252,000
+14.0%
7110.0%0.02%0.0%
Q3 2020$221,000
+7.8%
711
-15.0%
0.02%
-10.0%
Q4 2019$205,000
-36.7%
836
-45.5%
0.02%
-47.4%
Q2 2019$324,000
-6.6%
1,535
-11.2%
0.04%
-9.5%
Q1 2019$347,000
+20.5%
1,728
+0.1%
0.04%
+2.4%
Q4 2018$288,000
-31.8%
1,727
-17.1%
0.04%
-25.5%
Q3 2018$422,000
+11.6%
2,084
+0.2%
0.06%
+7.8%
Q2 2018$378,000
-89.7%
2,079
-90.3%
0.05%
-88.4%
Q1 2018$3,672,000
-39.4%
21,476
-41.6%
0.44%
-40.2%
Q4 2017$6,056,000
+4.4%
36,766
-3.4%
0.73%
-3.8%
Q3 2017$5,800,000
+1.5%
38,052
-5.9%
0.76%
-5.5%
Q2 2017$5,712,000
+8.1%
40,441
+3.8%
0.80%
+4.8%
Q1 2017$5,286,000
+28.8%
38,972
+15.3%
0.77%
+17.8%
Q4 2016$4,105,000
-10.7%
33,788
-11.5%
0.65%
-18.7%
Q3 2016$4,597,000
+5.5%
38,187
-6.1%
0.80%
-4.2%
Q2 2016$4,357,000
+0.7%
40,687
+3.0%
0.84%
-4.1%
Q1 2016$4,325,00039,4840.87%
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