Clear Creek Financial Management, 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
Clear Creek Financial Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$203,427
-12.7%
460
-17.9%
0.04%
-5.4%
Q1 2022$233,000
-9.0%
560
+0.2%
0.04%
-2.6%
Q4 2021$256,000
+14.8%
559
+0.7%
0.04%
+5.6%
Q3 2021$223,000
-3.0%
555
-3.8%
0.04%0.0%
Q2 2021$230,000
-51.0%
577
-56.5%
0.04%
-60.0%
Q4 2020$469,000
-44.0%
1,327
-50.7%
0.09%
+136.8%
Q3 2020$838,000
-16.3%
2,690
-25.1%
0.04%
-85.3%
Q2 2020$1,001,0003,5920.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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