Perfromance Wealth Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Perfromance Wealth Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$428,177
-8.9%
1,032
-3.7%
0.02%
-4.5%
Q2 2023$470,254
+13.8%
1,0720.0%0.02%
+4.8%
Q1 2023$413,224
-4.1%
1,072
-20.5%
0.02%
-19.2%
Q4 2022$430,884
+12.5%
1,349
+8.4%
0.03%
+18.2%
Q3 2022$383,000
+36.3%
1,245
+44.9%
0.02%
+37.5%
Q2 2022$281,000
-21.5%
8590.0%0.02%0.0%
Q1 2022$358,000
-9.1%
8590.0%0.02%0.0%
Q4 2021$394,0008590.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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