Legacy Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Legacy Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$683,519
+21.9%
1,644
+29.7%
0.11%
+32.5%
Q2 2023$560,687
+94.4%
1,268
+69.5%
0.08%
+56.6%
Q1 2023$288,356
+20.9%
748
+0.1%
0.05%
+20.5%
Q4 2022$238,577
+4.2%
747
+0.4%
0.04%
-13.7%
Q3 2022$229,000
-5.8%
7440.0%0.05%0.0%
Q2 2022$243,000
-21.4%
744
+0.1%
0.05%
-15.0%
Q1 2022$309,000
-9.1%
743
+0.1%
0.06%
-52.0%
Q4 2021$340,000
+14.1%
742
+0.3%
0.12%
+5.0%
Q3 2021$298,000
+1.0%
7400.0%0.12%
-0.8%
Q2 2021$295,000
+11.3%
740
+0.3%
0.12%
+2.6%
Q1 2021$265,000
+1.5%
7380.0%0.12%
-20.9%
Q4 2020$261,000
+13.5%
738
+0.1%
0.15%
-2.6%
Q3 2020$230,000
+12.2%
737
+0.1%
0.15%
-6.7%
Q2 2020$205,000
+49.6%
736
+13.2%
0.16%
+75.3%
Q2 2019$137,000
+5.4%
650
+0.2%
0.09%
+121.4%
Q1 2019$130,0006490.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders