Diversified, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
Diversified, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,738,832
-9.9%
9,011
-4.0%
0.97%
-8.2%
Q2 2023$4,149,940
+10.0%
9,386
-4.1%
1.06%
-21.8%
Q1 2023$3,772,895
+7.8%
9,788
-10.7%
1.35%
-1.8%
Q4 2022$3,500,636
-0.3%
10,960
-4.1%
1.38%
-22.2%
Q3 2022$3,511,000
-26.5%
11,423
-21.9%
1.77%
-10.8%
Q2 2022$4,778,000
-29.4%
14,632
-10.0%
1.98%
-28.0%
Q1 2022$6,769,000
-15.6%
16,254
-7.1%
2.76%
-18.7%
Q4 2021$8,020,000
+4.6%
17,504
-8.4%
3.39%
-16.8%
Q3 2021$7,664,000
-17.2%
19,099
-17.7%
4.08%
-20.9%
Q2 2021$9,252,000
-5.5%
23,201
-15.0%
5.16%
-31.6%
Q1 2021$9,789,000
+13.4%
27,306
-1.4%
7.54%
+2.5%
Q4 2020$8,629,00027,7067.35%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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