Private Wealth Advisors, 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
Private Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,239,447
+9.9%
2,129
-1.0%
0.48%
+3.9%
Q1 2024$1,127,708
-19.8%
2,151
-26.0%
0.46%
-16.4%
Q4 2023$1,406,390
+14.9%
2,906
-1.5%
0.55%
+6.0%
Q3 2023$1,224,217
-6.3%
2,951
-0.1%
0.52%
-3.0%
Q2 2023$1,306,182
+14.4%
2,954
-0.2%
0.53%
+11.2%
Q1 2023$1,141,413
+19.5%
2,961
-1.0%
0.48%
+49.5%
Q4 2022$955,338
+4.0%
2,9910.0%0.32%
-25.0%
Q3 2022$919,000
-19.3%
2,9910.0%0.43%
+1.7%
Q2 2022$1,139,000
-16.2%
2,991
-8.3%
0.42%
-3.0%
Q1 2022$1,359,000
-1.2%
3,262
+8.6%
0.43%
+47.6%
Q4 2021$1,376,000
+3.8%
3,003
+0.2%
0.29%
-7.3%
Q3 2021$1,325,000
+10.5%
2,997
-0.3%
0.32%
-13.9%
Q2 2021$1,199,000
+4.8%
3,007
-5.8%
0.37%
-5.2%
Q1 2021$1,144,000
-3.1%
3,192
-3.9%
0.39%
-4.9%
Q4 2020$1,181,000
+13.6%
3,323
-0.5%
0.41%
-24.3%
Q3 2020$1,040,000
+16.7%
3,340
+4.4%
0.54%
-13.2%
Q2 2020$891,000
+30.5%
3,198
-0.8%
0.62%
+10.9%
Q1 2020$683,000
-33.6%
3,223
-23.2%
0.56%
-5.2%
Q4 2019$1,028,000
-34.2%
4,199
-42.0%
0.59%
-41.9%
Q3 2019$1,562,000
-11.3%
7,245
-17.5%
1.02%
-15.1%
Q2 2019$1,761,0000.0%8,7780.0%1.20%0.0%
Q1 2019$1,761,000
+19.2%
8,778
-0.8%
1.20%
+0.5%
Q4 2018$1,477,0008,8521.19%
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