Founders Financial Alliance, 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
Founders Financial Alliance, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$288,180
-10.1%
695
-4.1%
0.13%0.0%
Q2 2023$320,573
+17.0%
725
+1.7%
0.13%
-8.0%
Q1 2023$273,913
+33.5%
713
+10.9%
0.14%
+45.7%
Q4 2022$205,228
+7.4%
643
+3.4%
0.09%
-3.1%
Q3 2022$191,000
+198.4%
622
+217.3%
0.10%
+203.1%
Q2 2022$64,000
-85.0%
196
-80.8%
0.03%
-83.1%
Q1 2022$426,000
-9.0%
1,022
+0.1%
0.19%
+0.5%
Q4 2021$468,000
+14.7%
1,021
+0.3%
0.19%
-1.6%
Q3 2021$408,000
+3.6%
1,018
+3.1%
0.19%
+6.7%
Q2 2021$394,000
+16.6%
987
+4.3%
0.18%
+7.8%
Q1 2021$338,000
+26.6%
946
+25.3%
0.17%
+9.9%
Q4 2020$267,000
+15.1%
755
+1.3%
0.15%
+8.6%
Q3 2020$232,0007450.14%
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