PGIM Custom Harvest 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
PGIM Custom Harvest LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$95,657,763
+3.1%
230,556
+9.9%
3.53%
+0.9%
Q2 2023$92,777,806
+23.1%
209,829
+7.3%
3.50%
+11.9%
Q1 2023$75,353,057
+23.5%
195,484
+2.3%
3.13%
+13.4%
Q4 2022$61,016,609
+39.5%
191,029
+75.2%
2.76%
-58.4%
Q3 2021$43,748,000
+24.6%
109,019
+23.8%
6.64%
+2.4%
Q2 2021$35,103,000
+31.2%
88,028
+17.9%
6.48%
-1.2%
Q1 2021$26,765,000
+55.2%
74,659
+53.1%
6.56%
+15.7%
Q4 2020$17,249,00048,7545.67%
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