RBA Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.

Quarter-by-quarter ownership
RBA Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,449,508
+3.9%
4,248
-5.5%
0.98%
+2.8%
Q1 2024$2,357,572
+6.2%
4,496
-2.0%
0.96%
-1.4%
Q4 2023$2,219,691
+11.4%
4,586
-4.5%
0.97%
+1.0%
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 2024
NameSharesValueWeighting ↓
CMC Financial Group 142,311$30,012,00038.50%
NORTHSTAR ASSET MANAGEMENT Co LLC 168,219$35,476,00013.99%
Harel Insurance Investments & Financial Services Ltd. 1,027,750$216,742,00011.57%
Portfolio Strategies, Inc. 81,448$17,176,00011.34%
SEARCY FINANCIAL SERVICES INC /ADV 57,576$12,142,0009.53%
MFA WEALTH ADVISORS, LLC 53,429$11,268,0008.47%
Annex Advisory Services, LLC 282,472$59,571,0008.39%
Beacon Capital Management, Inc. 841,356$177,434,0008.13%
Migdal Insurance & Financial Holdings Ltd. 1,365,481$287,966,0007.36%
WBH ADVISORY INC 148,643$31,347,0007.27%
View complete list of VANGUARD WORLD FDS shareholders