MPS Loria Financial Planners, 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
MPS Loria Financial Planners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$456,390
-6.2%
1,1000.0%0.18%
-2.2%
Q2 2023$486,376
+14.7%
1,1000.0%0.18%
+7.0%
Q1 2023$424,017
+20.7%
1,1000.0%0.17%
+9.6%
Q4 2022$351,351
-8.5%
1,100
-12.0%
0.16%
+4.7%
Q3 2022$384,000
-5.9%
1,2500.0%0.15%
-19.0%
Q2 2022$408,000
-21.5%
1,2500.0%0.18%
-15.6%
Q1 2022$520,000
-9.1%
1,2500.0%0.22%
-6.4%
Q4 2021$572,000
+14.2%
1,2500.0%0.23%
+1.7%
Q3 2021$501,000
+0.6%
1,2500.0%0.23%
-0.4%
Q2 2021$498,000
+11.2%
1,2500.0%0.23%
+10.0%
Q1 2021$448,000
+3.0%
1,2500.0%0.21%
+7.2%
Q4 2020$435,000
+11.8%
1,2500.0%0.20%
-3.0%
Q3 2020$389,000
+11.8%
1,2500.0%0.20%
+8.1%
Q2 2020$348,000
+31.8%
1,2500.0%0.19%
-8.4%
Q1 2020$264,000
-13.7%
1,2500.0%0.20%
+12.8%
Q4 2019$306,000
+13.8%
1,2500.0%0.18%
+2.9%
Q3 2019$269,000
+2.3%
1,2500.0%0.18%
+4.2%
Q2 2019$263,000
+4.8%
1,2500.0%0.17%
+1.2%
Q1 2019$251,000
+20.7%
1,2500.0%0.17%
+11.4%
Q4 2018$208,000
-23.0%
1,250
-6.4%
0.15%
-11.8%
Q3 2018$270,000
+18.9%
1,335
+6.8%
0.17%
-26.2%
Q2 2018$227,000
+6.1%
1,2500.0%0.23%
+51.7%
Q1 2018$214,000
+3.9%
1,2500.0%0.15%
+7.1%
Q4 2017$206,000
+10.8%
1,2500.0%0.14%
+12.8%
Q2 2017$186,0001,2500.12%
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