RBA Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

Quarter-by-quarter ownership
RBA Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,992,786
-11.5%
4,803
-5.7%
0.96%
-8.6%
Q2 2023$2,251,057
+9.8%
5,091
-4.3%
1.05%
+2.7%
Q1 2023$2,049,947
+22.4%
5,318
+1.4%
1.02%
+16.3%
Q4 2022$1,674,678
+9.3%
5,243
+5.2%
0.88%
-0.5%
Q3 2022$1,532,000
-6.4%
4,984
-0.6%
0.88%
-2.8%
Q2 2022$1,637,000
-21.4%
5,014
+0.3%
0.91%
-9.4%
Q1 2022$2,083,000
-3.3%
5,001
+6.4%
1.00%
-1.6%
Q4 2021$2,153,000
+26.1%
4,700
-2.7%
1.02%
-1.2%
Q4 2020$1,708,000
+19.3%
4,828
+5.0%
1.03%
+6.3%
Q3 2020$1,432,000
+12.7%
4,598
+0.8%
0.97%
+4.6%
Q2 2020$1,271,000
+40.3%
4,560
+6.7%
0.92%
+18.0%
Q1 2020$906,0004,2750.78%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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