TruWealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,481,032
-5.9%
3,570
+0.3%
0.13%
-5.9%
Q2 2023$1,574,508
+23.7%
3,561
+7.8%
0.14%
+15.4%
Q1 2023$1,272,706
+22.2%
3,302
+1.3%
0.12%
+14.7%
Q4 2022$1,041,124
+30.6%
3,260
+25.8%
0.10%
+21.4%
Q3 2022$797,000
+15.0%
2,592
+22.0%
0.08%
+13.5%
Q2 2022$693,000
+117.2%
2,124
+176.9%
0.07%
+124.2%
Q1 2022$319,000
-20.6%
767
-12.5%
0.03%
-19.5%
Q4 2021$402,000
+11.4%
877
-2.6%
0.04%
+2.5%
Q3 2021$361,000
+1.7%
900
+1.2%
0.04%
-4.8%
Q2 2021$355,000
+13.1%
889
+1.6%
0.04%
-2.3%
Q1 2021$314,000
-2.5%
875
-4.0%
0.04%
-10.4%
Q4 2020$322,0009110.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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