Beacon Pointe Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,132 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$8,656,031
-0.4%
15,012
-9.5%
0.10%
+5.2%
Q1 2024$8,692,815
+5.0%
16,579
-3.0%
0.10%
-2.0%
Q4 2023$8,275,113
+8.7%
17,096
-6.8%
0.10%
+4.2%
Q3 2023$7,614,955
+11.4%
18,352
+18.7%
0.10%
-15.2%
Q2 2023$6,833,925
+15.6%
15,455
+0.8%
0.11%
+10.9%
Q1 2023$5,912,525
+19.3%
15,338
-1.1%
0.10%
+5.2%
Q4 2022$4,955,847
+5.4%
15,515
+1.5%
0.10%
-8.6%
Q3 2022$4,701,000
+15.6%
15,285
+22.8%
0.10%
+22.1%
Q2 2022$4,066,000
-35.8%
12,451
-18.1%
0.09%
-1.1%
Q1 2022$6,334,000
+142.2%
15,209
+166.5%
0.09%
+27.9%
Q4 2021$2,615,000
+27.6%
5,708
+11.8%
0.07%
+33.3%
Q3 2021$2,050,000
+9.2%
5,107
+8.5%
0.05%
-23.9%
Q2 2021$1,878,000
+146.5%
4,709
+122.1%
0.07%
+42.6%
Q1 2021$762,000
+4.5%
2,120
+2.7%
0.05%
-6.0%
Q4 2020$729,000
+11.0%
2,065
-2.0%
0.05%
-21.9%
Q3 2020$657,000
+9.1%
2,108
-2.1%
0.06%
+6.7%
Q2 2020$602,000
+180.0%
2,154
+113.1%
0.06%
+76.5%
Q1 2020$215,000
-13.0%
1,011
-0.4%
0.03%
-55.8%
Q4 2019$247,000
+19.9%
1,015
+6.5%
0.08%
-13.5%
Q3 2019$206,000
+2.5%
9530.0%0.09%
+21.9%
Q2 2019$201,000
-1.5%
953
-6.2%
0.07%
-5.2%
Q1 2019$204,000
-16.7%
1,016
-30.6%
0.08%
-48.3%
Q4 2018$245,0001,4650.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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