Graves Light Lenhart Wealth, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.

Quarter-by-quarter ownership
Graves Light Lenhart Wealth, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$661,559
+5.2%
1,136
-5.3%
0.08%
+4.1%
Q1 2024$628,794
+8.4%
1,1990.0%0.07%
+1.4%
Q4 2023$580,325
+4.4%
1,199
-8.5%
0.07%
-5.3%
Q3 2023$556,079
-4.0%
1,311
+0.1%
0.08%
-2.6%
Q2 2023$579,309
+14.7%
1,3100.0%0.08%0.0%
Q1 2023$505,035
+34.0%
1,310
+6.9%
0.08%
+23.8%
Q3 2022$377,000
-5.8%
1,2260.0%0.06%
+3.3%
Q2 2022$400,000
-21.6%
1,226
+0.1%
0.06%
-14.1%
Q1 2022$510,000
-9.1%
1,2250.0%0.07%
-11.2%
Q4 2021$561,000
+14.3%
1,225
+0.1%
0.08%
+2.6%
Q3 2021$491,000
-28.7%
1,224
-29.1%
0.08%
-29.1%
Q2 2021$689,000
+11.3%
1,7270.0%0.11%
+3.8%
Q1 2021$619,000
+1.3%
1,7270.0%0.11%
-7.0%
Q4 2020$611,000
+5.2%
1,727
-7.4%
0.11%
-11.6%
Q3 2020$581,000
+11.7%
1,8650.0%0.13%
+5.7%
Q2 2020$520,000
+31.6%
1,8650.0%0.12%
+15.1%
Q1 2020$395,000
-13.4%
1,865
+0.1%
0.11%
+10.4%
Q4 2019$456,000
+9.4%
1,864
+0.1%
0.10%
+4.3%
Q3 2019$417,000
+59.9%
1,863
+50.6%
0.09%
+48.4%
Q2 2019$260,777
+5.2%
1,237
+0.1%
0.06%
-1.6%
Q1 2019$247,979
-20.3%
1,236
-33.6%
0.06%
-30.8%
Q4 2018$311,0001,8620.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
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