KMG FIDUCIARY PARTNERS, 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
KMG FIDUCIARY PARTNERS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$506,178
-16.6%
1,220
-11.1%
0.07%
-15.2%
Q2 2023$607,086
+19.9%
1,373
+4.5%
0.08%
+8.2%
Q1 2023$506,508
+22.8%
1,314
+1.8%
0.07%
+7.4%
Q4 2022$412,358
+8.5%
1,291
+4.5%
0.07%
-6.8%
Q3 2022$380,000
-2.6%
1,235
+3.4%
0.07%0.0%
Q2 2022$390,000
-24.6%
1,194
-3.9%
0.07%
-12.0%
Q1 2022$517,000
-8.3%
1,242
+0.9%
0.08%
-4.6%
Q4 2021$564,000
+11.9%
1,231
-1.9%
0.09%
+1.2%
Q3 2021$504,000
+20.9%
1,255
+20.0%
0.09%
+16.2%
Q2 2021$417,000
+70.9%
1,046
+53.8%
0.07%
+54.2%
Q1 2021$244,000
-41.1%
680
-59.7%
0.05%
-61.9%
Q4 2019$414,000
+16.3%
1,689
+2.3%
0.13%
+4.1%
Q3 2019$356,000
-26.7%
1,651
-28.3%
0.12%
-31.2%
Q2 2019$486,000
+4.1%
2,303
-1.2%
0.18%
-0.6%
Q1 2019$467,000
+37.8%
2,330
+14.6%
0.18%
+14.9%
Q4 2018$339,0002,0340.15%
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