LIBERTY WEALTH MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,753
-99.9%
4,225
+3.5%
0.44%
-2.2%
Q2 2023$1,804,695
+16.5%
4,082
+1.6%
0.45%
+39.4%
Q1 2023$1,549,027
+26.5%
4,019
+0.8%
0.32%
-2.1%
Q3 2022$1,225,000
-9.3%
3,986
-3.6%
0.33%
-40.3%
Q2 2022$1,350,000
-22.5%
4,134
-1.2%
0.55%
-12.9%
Q1 2022$1,743,000
-14.7%
4,186
-6.2%
0.63%
+606.7%
Q4 2021$2,043,000
+3.1%
4,461
-8.1%
0.09%
-87.4%
Q3 2021$1,982,000
+22.0%
4,855
+19.3%
0.71%
+12.0%
Q2 2021$1,624,000
-7.6%
4,071
-16.6%
0.63%
-26.5%
Q1 2021$1,758,0000.0%4,8830.0%0.86%
-0.1%
Q4 2020$1,758,000
+15.5%
4,883
-0.0%
0.86%
-4.1%
Q3 2020$1,522,000
+23.4%
4,885
+10.4%
0.90%
+3.3%
Q2 2020$1,233,000
+11.4%
4,424
-15.3%
0.87%
-10.2%
Q1 2020$1,107,000
-14.3%
5,222
-1.0%
0.97%
-4.9%
Q4 2019$1,291,000
+7.1%
5,274
-5.6%
1.02%
-10.8%
Q3 2019$1,205,000
+0.6%
5,589
-1.6%
1.14%
+8.5%
Q2 2019$1,198,000
+4.6%
5,679
-0.5%
1.05%
+21.9%
Q1 2019$1,145,000
+20.3%
5,710
+0.0%
0.86%
+21.4%
Q4 2018$952,0005,7080.71%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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