PGIM Custom Harvest LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.

Quarter-by-quarter ownership
PGIM Custom Harvest LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$296,000,018
+35.4%
513,364
+23.1%
6.61%
+22.1%
Q1 2024$218,664,593
+57.0%
417,029
+44.9%
5.41%
+30.8%
Q4 2023$139,310,263
+45.6%
287,831
+24.8%
4.14%
+17.2%
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 Q2 2024
NameSharesValueWeighting ↓
CMC Financial Group 142,311$30,012,00038.50%
NORTHSTAR ASSET MANAGEMENT Co LLC 168,219$35,476,00013.99%
Harel Insurance Investments & Financial Services Ltd. 1,027,750$216,742,00011.57%
Portfolio Strategies, Inc. 81,448$17,176,00011.34%
SEARCY FINANCIAL SERVICES INC /ADV 57,576$12,142,0009.53%
MFA WEALTH ADVISORS, LLC 53,429$11,268,0008.47%
Annex Advisory Services, LLC 282,472$59,571,0008.39%
Beacon Capital Management, Inc. 841,356$177,434,0008.13%
Migdal Insurance & Financial Holdings Ltd. 1,365,481$287,966,0007.36%
WBH ADVISORY INC 148,643$31,347,0007.27%
View complete list of VANGUARD WORLD FDS shareholders