Townsend & Associates, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Townsend & Associates, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$241,004
-11.3%
601
+0.3%
0.05%
-27.1%
Q2 2023$271,840
+18.2%
599
+0.2%
0.07%
-23.9%
Q1 2023$230,038
-12.5%
598
-16.5%
0.09%
-29.2%
Q4 2022$262,924
+15.8%
716
+0.3%
0.13%
+23.8%
Q3 2022$227,000
-5.4%
714
+0.3%
0.10%
-5.4%
Q2 2022$240,000
-15.2%
712
+0.1%
0.11%
-14.6%
Q1 2022$283,000
-8.1%
711
+0.1%
0.13%
-23.1%
Q4 2021$308,000
+7.3%
710
+0.1%
0.17%
+19.0%
Q3 2021$287,000
-0.3%
709
+0.3%
0.14%
-15.5%
Q2 2021$288,000
+13.8%
707
+0.1%
0.17%
+2.4%
Q1 2021$253,000
+1.6%
706
+0.1%
0.16%
-9.4%
Q4 2020$249,000
+9.7%
705
+0.3%
0.18%
+1.7%
Q3 2020$227,0007030.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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