Financial Perspectives, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.

Quarter-by-quarter ownership
Financial Perspectives, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$13,697,953
+6.6%
23,757
-3.1%
5.06%
+3.8%
Q1 2024$12,850,438
+4.5%
24,508
-3.5%
4.87%
-2.4%
Q4 2023$12,297,065
+16.6%
25,407
-0.0%
4.99%
+3.4%
Q3 2023$10,543,563
-7.6%
25,412
-1.5%
4.83%
-3.8%
Q2 2023$11,407,070
+14.7%
25,7990.0%5.02%
+5.6%
Q1 2023$9,944,552
+20.7%
25,799
+0.0%
4.75%
+12.6%
Q4 2022$8,239,499
-10.0%
25,796
-13.4%
4.22%
-17.7%
Q3 2022$9,153,199
-6.6%
29,779
-0.7%
5.13%
-7.2%
Q2 2022$9,797,509
-22.3%
30,003
-0.9%
5.53%
-6.1%
Q1 2022$12,610,788
-9.1%
30,2790.0%5.89%
-10.2%
Q4 2021$13,872,795
+38.0%
30,279
+20.9%
6.56%
+29.5%
Q3 2021$10,053,508
+1.0%
25,053
+0.4%
5.06%
+4.6%
Q2 2021$9,951,431
+41192.2%
24,955
-99.7%
4.84%
+304.3%
Q1 2021$24,100
-99.7%
8,639,538
+35628.6%
1.20%
-75.3%
Q4 2020$8,555,073
+31.2%
24,181
+15.5%
4.86%
+13.3%
Q3 2020$6,518,713
+19.1%
20,930
+6.6%
4.29%
+9.6%
Q2 2020$5,472,379
+128.8%
19,635
+74.0%
3.92%
+102.5%
Q1 2020$2,391,689
+982.0%
11,287
+1149.9%
1.93%
+1180.1%
Q4 2019$221,0399030.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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