Foundations Investment Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 812 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,342,370
+106.5%
3,235
+120.1%
0.04%
+86.4%
Q2 2023$649,952
+106.4%
1,470
+79.9%
0.02%
+100.0%
Q1 2023$314,909
-92.6%
817
-92.6%
0.01%
-93.3%
Q1 2022$4,233,000
-13.1%
11,018
+0.1%
0.16%
-10.4%
Q4 2021$4,871,000
+63.3%
11,007
+48.6%
0.18%
+40.8%
Q3 2021$2,983,000
-96.8%
7,408
-97.8%
0.13%
-98.4%
Q2 2020$94,110,000335,0298.33%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders