Concord Wealth Partners - 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
Concord Wealth Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$432,356
-16.0%
1,042
-10.5%
0.09%
-17.1%
Q2 2023$514,696
+13.7%
1,164
-0.9%
0.11%
-13.3%
Q1 2023$452,561
+54.2%
1,174
+27.7%
0.13%
+45.5%
Q4 2022$293,547
+48.3%
919
+51.9%
0.09%
+63.0%
Q2 2022$198,000
-21.1%
605
+0.3%
0.05%
-16.9%
Q1 2022$251,000
-24.2%
603
-16.5%
0.06%
-19.8%
Q4 2021$331,000
+491.1%
722
+419.4%
0.08%
+252.2%
Q3 2021$56,000
-52.9%
139
-53.5%
0.02%
-32.4%
Q2 2021$119,000
-39.0%
299
-45.1%
0.03%
-48.5%
Q1 2021$195,000
+596.4%
545
+581.2%
0.07%
+200.0%
Q4 2020$28,000800.02%
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