Portfolio Strategies, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 515 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.

Quarter-by-quarter ownership
Portfolio Strategies, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$22,602,156
-7.3%
54,476
-1.2%
4.36%
-1.2%
Q2 2023$24,390,430
+14.2%
55,162
-0.2%
4.41%
+5.9%
Q1 2023$21,357,724
+19.6%
55,280
-1.1%
4.16%
+4.5%
Q4 2022$17,857,057
+2.9%
55,910
-1.2%
3.98%
-10.7%
Q3 2022$17,346,000
-8.7%
56,578
-2.4%
4.46%
+0.5%
Q2 2022$19,000,000
-22.1%
57,996
-1.0%
4.44%
-2.7%
Q1 2022$24,401,000
-7.2%
58,607
+2.1%
4.56%
-7.1%
Q4 2021$26,301,000
+13.2%
57,405
-0.9%
4.91%
+5.4%
Q3 2021$23,234,000
-6.9%
57,904
-7.5%
4.66%
-6.1%
Q2 2021$24,959,000
+10.7%
62,590
-0.5%
4.96%
+5.2%
Q1 2021$22,542,000
+0.4%
62,880
-0.9%
4.71%
+7.3%
Q4 2020$22,455,000
-2.9%
63,471
-14.9%
4.39%
-31.7%
Q3 2020$23,130,000
+8.8%
74,623
-2.2%
6.43%
-14.4%
Q2 2020$21,256,000
+30.9%
76,267
-0.5%
7.52%
-19.5%
Q1 2020$16,240,000
-15.9%
76,642
-2.8%
9.34%
+5.3%
Q4 2019$19,309,000
+58.1%
78,858
-1.3%
8.87%
+41.7%
Q3 2019$12,214,000
-28.9%
79,859
-2.0%
6.26%
-44.8%
Q2 2019$17,176,000
+4.6%
81,448
-0.5%
11.34%
-12.6%
Q1 2019$16,415,000
+18.9%
81,819
-1.2%
12.97%
+8.0%
Q4 2018$13,810,000
-18.6%
82,776
-1.2%
12.00%
+21.1%
Q3 2018$16,963,000
+13.5%
83,743
+1.6%
9.91%
-0.2%
Q2 2018$14,946,000
+5.8%
82,392
-0.3%
9.93%
-8.8%
Q1 2018$14,124,000
+3.4%
82,610
-0.4%
10.88%
+15.6%
Q4 2017$13,658,00082,9089.42%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
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