Kore Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$2,540,000
+8.8%
8,262
+15.6%
0.46%
+27.5%
Q2 2022$2,335,000
+420.0%
7,150
+563.9%
0.36%
+542.9%
Q1 2022$449,000
-68.4%
1,077
-65.3%
0.06%
-67.6%
Q4 2021$1,421,000
-78.0%
3,102
-80.8%
0.17%
-74.6%
Q3 2021$6,473,000
+68.0%
16,132
+67.0%
0.68%
+57.3%
Q2 2021$3,853,000
+101.4%
9,662
+81.0%
0.43%
+67.8%
Q1 2021$1,913,000
+152.7%
5,337
+149.5%
0.26%
+120.5%
Q4 2020$757,000
-79.2%
2,139
-81.7%
0.12%
-83.3%
Q3 2020$3,633,000
+14.0%
11,664
+2.0%
0.70%
+7.8%
Q2 2020$3,186,000
+3.4%
11,431
-21.4%
0.65%
-11.7%
Q1 2020$3,082,000
+197.2%
14,543
+243.4%
0.74%
+274.1%
Q4 2019$1,037,000
+37.5%
4,235
+19.9%
0.20%
+15.9%
Q3 2019$754,000
+46.4%
3,533
+14.6%
0.17%
+19.7%
Q4 2018$515,0003,0840.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders