NORTHSTAR WEALTH PARTNERS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 764 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
NORTHSTAR WEALTH PARTNERS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2020$904,000
+29.9%
2,905
+16.2%
0.42%
+44.7%
Q2 2020$696,000
+79.8%
2,500
+36.8%
0.29%
+47.7%
Q1 2020$387,000
-17.5%
1,828
-4.7%
0.20%
+2.6%
Q4 2019$469,000
+13.3%
1,918
-0.2%
0.19%
+5.5%
Q3 2019$414,000
+35.7%
1,922
+32.8%
0.18%
+33.8%
Q2 2019$305,000
+5.2%
1,4470.0%0.14%
+2.3%
Q1 2019$290,000
+22.9%
1,447
+2.1%
0.13%
+7.3%
Q4 2018$236,000
+16.8%
1,417
+41.7%
0.12%
+27.8%
Q3 2018$202,0001,0000.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
CMC Financial Group 142,311$30,012,00038.50%
NORTHSTAR ASSET MANAGEMENT Co LLC 168,219$35,476,00013.99%
Harel Insurance Investments & Financial Services Ltd. 1,027,750$216,742,00011.57%
Portfolio Strategies, Inc. 81,448$17,176,00011.34%
SEARCY FINANCIAL SERVICES INC /ADV 57,576$12,142,0009.53%
MFA WEALTH ADVISORS, LLC 53,429$11,268,0008.47%
Annex Advisory Services, LLC 282,472$59,571,0008.39%
Beacon Capital Management, Inc. 841,356$177,434,0008.13%
Migdal Insurance & Financial Holdings Ltd. 1,365,481$287,966,0007.36%
WBH ADVISORY INC 148,643$31,347,0007.27%
View complete list of VANGUARD WORLD FDS shareholders