Apollon Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,529,620
-61.2%
3,687
-58.7%
0.08%
-59.5%
Q2 2023$3,944,217
+95.0%
8,920
+70.0%
0.19%
+53.2%
Q1 2023$2,022,692
+68.0%
5,247
+39.2%
0.12%
+45.9%
Q4 2022$1,204,126
+44.7%
3,770
+39.2%
0.08%
+23.2%
Q3 2022$832,000
-12.2%
2,708
-6.7%
0.07%
-12.7%
Q2 2022$948,000
-18.1%
2,902
+4.5%
0.08%
-3.7%
Q1 2022$1,157,000
+19.9%
2,778
+32.0%
0.08%
+13.9%
Q4 2021$965,000
+228.2%
2,105
+187.6%
0.07%
+80.0%
Q3 2021$294,000
+14.0%
732
+13.0%
0.04%
-13.0%
Q2 2021$258,000
+19.4%
648
+7.6%
0.05%
+9.5%
Q1 2021$216,0006020.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co 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