Relyea Zuckerberg Hanson 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
Relyea Zuckerberg Hanson LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,913,916
+56.8%
3,319
+42.6%
0.32%
+50.0%
Q1 2024$1,220,333
+8.4%
2,327
+0.1%
0.21%
-2.7%
Q4 2023$1,125,471
+25.3%
2,325
+7.4%
0.22%
+7.3%
Q3 2023$898,405
-6.2%
2,1650.0%0.20%
-4.7%
Q2 2023$957,432
+2.2%
2,165
-10.9%
0.22%
-6.1%
Q1 2023$936,869
+26.2%
2,430
+4.6%
0.23%
+8.0%
Q4 2022$742,102
-0.7%
2,323
-4.4%
0.21%
-21.5%
Q3 2022$747,000
-5.8%
2,4290.0%0.27%
-8.5%
Q2 2022$793,000
-18.0%
2,429
-1.1%
0.30%
-6.9%
Q1 2022$967,000
-2.1%
2,4550.0%0.32%
-11.5%
Q4 2021$988,000
+7.3%
2,455
+7.0%
0.36%0.0%
Q3 2021$921,000
+69.9%
2,294
+68.8%
0.36%
+60.5%
Q2 2021$542,000
+3.0%
1,3590.0%0.22%
-3.9%
Q1 2021$526,000
+0.2%
1,359
-8.4%
0.23%
-17.7%
Q4 2020$525,000
+8.2%
1,4840.0%0.28%
-9.6%
Q3 2020$485,000
+17.1%
1,4840.0%0.31%
-5.5%
Q2 2020$414,000
+31.0%
1,484
-0.5%
0.33%
-4.6%
Q1 2020$316,000
-15.3%
1,491
-2.2%
0.35%
-3.4%
Q4 2019$373,0001,5240.36%
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