Allied Investment Advisors, LLC - 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
Allied Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$974,600
-6.2%
2,3490.0%0.29%
-3.0%
Q2 2023$1,038,634
+14.7%
2,3490.0%0.30%
+7.1%
Q1 2023$905,469
+20.7%
2,3490.0%0.28%
+19.6%
Q4 2022$750,294
+3.9%
2,3490.0%0.24%
-12.6%
Q3 2022$722,000
-8.0%
2,349
-2.2%
0.27%
-4.6%
Q2 2022$785,000
-21.6%
2,4030.0%0.28%
-13.5%
Q1 2022$1,001,000
+10.5%
2,403
+21.5%
0.33%
+5.2%
Q4 2021$906,000
+14.1%
1,9780.0%0.31%
+3.3%
Q3 2021$794,000
-1.1%
1,978
-1.7%
0.30%
-0.7%
Q2 2021$803,000
+11.1%
2,013
-0.2%
0.30%
-2.6%
Q1 2021$723,000
-18.2%
2,018
-19.3%
0.31%
-27.1%
Q4 2020$884,000
+15.4%
2,500
+1.6%
0.42%
+3.2%
Q3 2020$766,000
+11.0%
2,461
-0.6%
0.41%
+3.8%
Q2 2020$690,000
+29.2%
2,475
-1.8%
0.40%
+2.8%
Q1 2020$534,000
-14.4%
2,520
-1.2%
0.39%
+4.6%
Q4 2019$624,000
-4.6%
2,550
-16.0%
0.37%
-12.4%
Q3 2019$654,000
+2.2%
3,0350.0%0.42%
-1.9%
Q2 2019$640,000
+5.1%
3,0350.0%0.43%
+1.7%
Q1 2019$609,000
+13.8%
3,035
-5.3%
0.42%
-4.5%
Q4 2018$535,000
-37.4%
3,205
-24.0%
0.44%
-30.3%
Q3 2018$854,000
-10.9%
4,215
-20.2%
0.63%
-18.8%
Q2 2018$959,000
-30.0%
5,284
-34.0%
0.78%
-30.8%
Q1 2018$1,370,000
-78.6%
8,011
-79.4%
1.13%
-79.1%
Q4 2017$6,395,00038,8215.39%
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