HBC Financial Services, PLLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
HBC Financial Services, PLLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$190,000
+287.8%
2,372
+1535.9%
0.16%
+321.1%
Q2 2022$49,000
+44.1%
145
+52.6%
0.04%
+52.0%
Q1 2022$34,000
-5.6%
95
+18.8%
0.02%
+8.7%
Q4 2021$36,000
+12.5%
800.0%0.02%
+9.5%
Q3 2021$32,000
+3.2%
800.0%0.02%0.0%
Q2 2021$31,000
-99.9%
80
+14.3%
0.02%
+10.5%
Q1 2021$27,096,000
+77317.1%
70
-30.0%
0.02%
-29.6%
Q4 2020$35,000
+9.4%
1000.0%0.03%0.0%
Q3 2020$32,000
-55.6%
100
-60.0%
0.03%
-58.5%
Q2 2020$72,000
+44.0%
2500.0%0.06%
+14.0%
Q1 2020$50,000
-32.4%
250
-16.7%
0.06%
-10.9%
Q4 2019$74,0003000.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT LLC 175,909$35,292,00014.37%
Portfolio Strategies, Inc. 81,819$16,415,00012.97%
Harel Insurance Investments & Financial Services Ltd. 846,450$169,823,0009.89%
SEARCY FINANCIAL SERVICES INC /ADV 57,783$11,593,0009.50%
Annex Advisory Services, LLC 275,560$55,286,0008.28%
Beacon Capital Management, Inc. 853,223$171,182,0007.79%
BRANDYWINE OAK PRIVATE WEALTH LLC 174,209$34,951,0007.29%
MFA WEALTH ADVISORS, LLC 55,131$11,052,0007.26%
WBH ADVISORY INC 150,439$30,182,0007.18%
TRUST CO OF OKLAHOMA 77,741$15,597,177,0007.09%
View complete list of VANGUARD WORLD FDS shareholders