Galvin, Gaustad & Stein, 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
Galvin, Gaustad & Stein, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$492,486
-6.2%
1,1870.0%0.05%
-2.0%
Q2 2023$524,844
+7.3%
1,187
-6.5%
0.05%
+6.2%
Q1 2023$489,161
+20.7%
1,2690.0%0.05%
+17.1%
Q4 2022$405,331
+3.9%
1,2690.0%0.04%0.0%
Q3 2022$390,000
-6.2%
1,269
-0.4%
0.04%
-2.4%
Q2 2022$416,000
-21.7%
1,2740.0%0.04%
-12.5%
Q1 2022$531,000
-14.2%
1,274
-5.7%
0.05%
-9.4%
Q4 2021$619,000
+10.1%
1,351
-3.6%
0.05%
-1.9%
Q3 2021$562,000
-1.2%
1,401
-1.8%
0.05%0.0%
Q2 2021$569,000
+0.4%
1,426
-9.8%
0.05%
-5.3%
Q1 2021$567,000
+2.3%
1,581
+1.0%
0.06%
-1.7%
Q4 2020$554,0001,5660.06%
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