Tower View Wealth Management 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
Tower View Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,426
-7.3%
3,436
-1.3%
1.00%
-4.0%
Q2 2023$1,539
-2.7%
3,482
-15.2%
1.04%
-1.8%
Q1 2023$1,582
+20.9%
4,104
+0.1%
1.06%
+16.8%
Q4 2022$1,309
-99.9%
4,098
+0.1%
0.91%
-4.9%
Q3 2022$1,258,000
-5.6%
4,093
+0.3%
0.96%
-2.2%
Q2 2022$1,332,000
-23.3%
4,079
-2.2%
0.98%
+4.8%
Q1 2022$1,736,000
-1.0%
4,169
+8.9%
0.93%
+4.5%
Q4 2021$1,754,000
+14.4%
3,829
+0.2%
0.89%
+5.2%
Q3 2021$1,533,000
+2.2%
3,820
+1.6%
0.85%
+11.8%
Q2 2021$1,500,000
+13.0%
3,761
+1.6%
0.76%
+4.7%
Q1 2021$1,327,000
+2.5%
3,701
+1.1%
0.73%
-1.4%
Q4 2020$1,295,000
+13.3%
3,660
-0.3%
0.74%
-1.1%
Q3 2020$1,143,000
+19.2%
3,671
+6.7%
0.74%
+6.1%
Q2 2020$959,000
+526.8%
3,440
+377.8%
0.70%
+408.0%
Q1 2020$153,000
-13.1%
720
+0.4%
0.14%
+3.8%
Q4 2019$176,000
+14.3%
717
+0.6%
0.13%
+4.7%
Q3 2019$154,000
+2.7%
7130.0%0.13%
-0.8%
Q2 2019$150,000
+4.9%
713
+0.4%
0.13%
+0.8%
Q1 2019$143,000
+21.2%
710
+0.3%
0.13%
+4.1%
Q4 2018$118,000
-17.5%
708
+0.3%
0.12%
-2.4%
Q3 2018$143,000
+12.6%
706
+0.6%
0.12%
+4.2%
Q2 2018$127,000
+5.8%
7020.0%0.12%0.0%
Q1 2018$120,000
+4.3%
702
+0.3%
0.12%
+13.2%
Q4 2017$115,0007000.11%
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