Marcum Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,058 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$771,477
+15.0%
1,338
+4.6%
0.08%
+13.2%
Q1 2024$670,631
+8.3%
1,2790.0%0.07%
+3.0%
Q4 2023$619,036
+16.7%
1,2790.0%0.07%
+3.1%
Q3 2023$530,657
-5.4%
1,279
+0.8%
0.06%
-3.0%
Q2 2023$561,101
+18.4%
1,269
+3.3%
0.07%
+11.9%
Q1 2023$473,743
+20.0%
1,229
-0.6%
0.06%
+13.5%
Q4 2022$394,791
+83.6%
1,236
+76.3%
0.05%
+57.6%
Q3 2022$215,0007010.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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