Soltis Investment Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$335,122
+9.7%
808
+16.9%
0.04%
+19.4%
Q2 2023$305,407
+23.1%
691
+16.3%
0.04%
+5.9%
Q1 2022$248,000
+9.3%
594
+20.2%
0.03%
+6.2%
Q4 2021$227,000
+12.9%
494
-1.2%
0.03%
+3.2%
Q3 2021$201,000
-6.5%
500
-16.8%
0.03%
-20.5%
Q1 2021$215,000
+0.9%
6010.0%0.04%0.0%
Q4 2020$213,0006010.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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