Birchcreek Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.

Quarter-by-quarter ownership
Birchcreek Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$3,179,894
+9.7%
5,515
-0.3%
1.79%
+17.5%
Q1 2024$2,899,076
+4.8%
5,529
-3.3%
1.52%
-7.9%
Q4 2023$2,766,060
+2.9%
5,715
-11.8%
1.65%
-9.2%
Q3 2023$2,687,307
-8.9%
6,477
-2.9%
1.82%
-11.5%
Q2 2023$2,948,765
+10.8%
6,669
-3.4%
2.06%
-2.2%
Q1 2023$2,661,670
+10.1%
6,905
-8.8%
2.11%
-2.0%
Q4 2022$2,417,614
+5.8%
7,569
+1.8%
2.15%
+1.5%
Q3 2022$2,285,000
-2.7%
7,435
+3.4%
2.12%
+0.4%
Q2 2022$2,349,000
+2.4%
7,192
+30.6%
2.11%
+3.7%
Q1 2022$2,294,000
+0.3%
5,509
+10.4%
2.03%
+2.0%
Q4 2021$2,286,000
+20.4%
4,990
+5.5%
1.99%
+12.6%
Q3 2021$1,899,000
-6.4%
4,732
-7.0%
1.77%
-9.4%
Q2 2021$2,028,000
+8.0%
5,086
-2.9%
1.95%
-1.6%
Q1 2021$1,877,000
-8.3%
5,236
-9.5%
1.99%
-1.1%
Q4 2020$2,047,0005,7862.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
CMC Financial Group 142,311$30,012,00038.50%
NORTHSTAR ASSET MANAGEMENT Co LLC 168,219$35,476,00013.99%
Harel Insurance Investments & Financial Services Ltd. 1,027,750$216,742,00011.57%
Portfolio Strategies, Inc. 81,448$17,176,00011.34%
SEARCY FINANCIAL SERVICES INC /ADV 57,576$12,142,0009.53%
MFA WEALTH ADVISORS, LLC 53,429$11,268,0008.47%
Annex Advisory Services, LLC 282,472$59,571,0008.39%
Beacon Capital Management, Inc. 841,356$177,434,0008.13%
Migdal Insurance & Financial Holdings Ltd. 1,365,481$287,966,0007.36%
WBH ADVISORY INC 148,643$31,347,0007.27%
View complete list of VANGUARD WORLD FDS shareholders