Strategic Family Wealth Counselors, L.L.C. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.

Quarter-by-quarter ownership
Strategic Family Wealth Counselors, L.L.C. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,798,690
+35.6%
3,120
+23.3%
0.68%
+30.5%
Q1 2024$1,326,859
+5.9%
2,531
-2.2%
0.52%
-0.2%
Q4 2023$1,252,501
+68.9%
2,588
+44.8%
0.52%
+47.5%
Q3 2023$741,450
-3.8%
1,787
+2.5%
0.36%
+0.6%
Q2 2023$770,860
+26.9%
1,743
+10.7%
0.35%
+22.9%
Q1 2023$607,268
+154.7%
1,575
+110.8%
0.29%
+144.1%
Q4 2022$238,440
-48.3%
747
-25.8%
0.12%
-20.3%
Q4 2021$461,0001,0070.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
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