Sterling Investment Counsel, 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
Sterling Investment Counsel, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$421,953
-6.2%
1,0170.0%0.24%
-0.4%
Q2 2023$449,677
+13.5%
1,017
-1.1%
0.24%
+3.4%
Q1 2023$396,263
+14.3%
1,028
-5.3%
0.24%
+9.8%
Q4 2022$346,560
+4.1%
1,0850.0%0.21%
-11.9%
Q3 2022$333,000
-8.5%
1,085
-2.7%
0.24%
-12.6%
Q2 2022$364,000
-21.6%
1,1150.0%0.28%
-11.2%
Q1 2022$464,000
-9.2%
1,1150.0%0.31%
-9.5%
Q4 2021$511,0001,1150.35%
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