tru Independence 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
tru Independence LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,871,700
-8.5%
6,921
-2.5%
0.99%
-3.9%
Q2 2023$3,139,101
+12.2%
7,099
-2.2%
1.03%
+14.6%
Q1 2023$2,797,922
+12.9%
7,258
-6.5%
0.90%
+12.3%
Q4 2022$2,478,212
+3.3%
7,759
-0.6%
0.80%
-5.2%
Q3 2022$2,398,000
-9.2%
7,802
-3.5%
0.85%
-0.1%
Q2 2022$2,640,000
-27.5%
8,086
-7.5%
0.85%
-14.0%
Q1 2022$3,639,000
-13.8%
8,737
-5.2%
0.99%
-14.3%
Q4 2021$4,223,000
+12.7%
9,218
-1.2%
1.15%
+9.8%
Q3 2021$3,746,000
+6.0%
9,334
-5.3%
1.05%
+56.7%
Q1 2021$3,533,000
-49.2%
9,857
-72.5%
0.67%
+5046.2%
Q4 2020$6,961,000
+155.4%
35,842
+178.7%
0.01%
-96.7%
Q4 2019$2,726,00012,8620.39%
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