Financial Advocates Investment Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 764 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,070,279
+9.7%
3,591
-7.4%
0.13%
+17.4%
Q1 2024$1,887,677
+9.3%
3,879
+6.0%
0.11%
-3.5%
Q4 2023$1,727,431
+13.9%
3,660
-2.2%
0.11%
+3.7%
Q3 2023$1,516,058
-8.3%
3,741
+0.1%
0.11%
-7.6%
Q2 2023$1,653,211
-7.5%
3,739
-19.4%
0.12%
-7.8%
Q1 2023$1,787,879
+16.9%
4,639
-3.1%
0.13%
+12.3%
Q4 2022$1,529,154
+12.9%
4,787
-15.0%
0.11%
+1.8%
Q3 2022$1,354,000
-21.9%
5,629
+6.1%
0.11%
-20.6%
Q2 2022$1,733,000
-36.2%
5,305
-18.7%
0.14%
-21.2%
Q1 2022$2,717,000
+0.8%
6,524
+8.4%
0.18%
+5.3%
Q4 2021$2,695,000
-1.2%
6,018
-11.5%
0.17%
-7.6%
Q3 2021$2,728,000
+3.2%
6,799
+2.6%
0.18%
+4.0%
Q2 2021$2,643,000
+1.1%
6,626
-9.1%
0.18%
-4.3%
Q1 2021$2,613,000
+0.5%
7,289
-0.8%
0.18%
+3.9%
Q4 2020$2,599,000
+19.2%
7,346
+4.9%
0.18%
-4.3%
Q3 2020$2,181,000
+13.2%
7,001
+1.3%
0.19%
+1.6%
Q2 2020$1,926,000
+33.1%
6,911
+1.2%
0.18%
-11.2%
Q1 2020$1,447,000
-0.1%
6,827
+15.5%
0.21%
+33.8%
Q4 2019$1,448,000
+16.6%
5,911
+2.6%
0.15%
+8.5%
Q3 2019$1,242,000
+8.2%
5,763
+5.9%
0.14%
+6.8%
Q2 2019$1,148,000
-2.5%
5,441
-7.3%
0.13%
-9.5%
Q1 2019$1,178,000
-29.5%
5,872
-41.4%
0.15%
-35.5%
Q4 2018$1,671,000
-12.7%
10,012
+5.9%
0.23%
+6.5%
Q3 2018$1,915,000
+31.5%
9,455
+19.1%
0.21%
+21.6%
Q2 2018$1,456,000
+45.3%
7,941
+35.6%
0.18%
+35.4%
Q1 2018$1,002,000
+34.0%
5,857
+29.0%
0.13%
+27.5%
Q4 2017$748,0004,5420.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
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