TriaGen Wealth Management 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
TriaGen Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$216,163
-6.2%
5210.0%0.11%
+4.8%
Q2 2023$230,365
-17.1%
521
-27.7%
0.10%
-25.0%
Q1 2023$277,924
+20.7%
7210.0%0.14%
+9.4%
Q4 2022$230,295
+3.7%
7210.0%0.13%
+4.1%
Q3 2022$222,000
-17.8%
721
-12.7%
0.12%
-35.9%
Q2 2022$270,000
-32.8%
826
-14.5%
0.19%
-8.1%
Q1 2022$402,000
-2.0%
966
+8.1%
0.21%
+3.5%
Q4 2021$410,000
+25.0%
894
+9.4%
0.20%
+13.5%
Q3 2021$328,000
-3.0%
817
-0.5%
0.18%
+2.3%
Q2 2021$338,000
+15.0%
8210.0%0.17%
+3.0%
Q1 2021$294,000
+34.9%
821
+33.5%
0.17%
+32.0%
Q4 2020$218,0006150.13%
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