Founders Financial Alliance, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

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 Q3 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders