TCWP 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
TCWP LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$436,414
-51.7%
987
-57.9%
0.09%
-45.6%
Q1 2023$902,773
+8.0%
2,342
-10.5%
0.17%
+0.6%
Q4 2022$836,216
-0.6%
2,618
-4.3%
0.17%
-4.5%
Q3 2022$841,000
-29.7%
2,737
-25.3%
0.18%
-30.2%
Q2 2022$1,196,000
-55.7%
3,664
-43.4%
0.26%
-48.0%
Q1 2022$2,697,000
-63.6%
6,476
-59.9%
0.49%
-66.6%
Q4 2021$7,400,00016,1521.47%
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