CGN Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$387,261
-4.8%
933
+1.4%
0.05%
-10.3%
Q2 2023$406,858
+84.9%
920
+73.9%
0.06%
+5.5%
Q1 2022$220,000
-67.8%
529
-64.5%
0.06%
-69.1%
Q4 2021$683,000
+60.7%
1,491
+40.7%
0.18%
+28.1%
Q3 2021$425,000
+22.8%
1,060
+22.3%
0.14%
+27.5%
Q2 2021$346,000
+73.0%
867
+55.4%
0.11%
+51.4%
Q1 2021$200,0005580.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT 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