MARSHALL FINANCIAL GROUP INC /ADV - 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
MARSHALL FINANCIAL GROUP INC /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$404,230
-6.0%
974
+0.1%
0.16%0.0%
Q2 2023$430,117
+14.7%
9730.0%0.16%
+8.6%
Q1 2023$374,971
+20.9%
973
+0.2%
0.15%
+14.3%
Q4 2022$310,080
+4.4%
971
+0.5%
0.13%
-5.0%
Q3 2022$297,000
-19.9%
966
-15.0%
0.14%
-17.2%
Q2 2022$371,000
-21.6%
1,137
+0.2%
0.17%
-10.6%
Q1 2022$473,000
-8.9%
1,135
+0.2%
0.19%
-6.0%
Q4 2021$519,000
+14.3%
1,133
+0.2%
0.20%
+5.2%
Q3 2021$454,000
+0.7%
1,1310.0%0.19%
-0.5%
Q2 2021$451,000
+11.4%
1,1310.0%0.19%
+4.3%
Q1 2021$405,000
+1.2%
1,1310.0%0.18%
-6.1%
Q4 2020$400,000
+13.6%
1,1310.0%0.20%
-5.8%
Q3 2020$352,000
+11.7%
1,1310.0%0.21%
-0.5%
Q2 2020$315,000
+31.2%
1,1310.0%0.21%
+7.7%
Q1 2020$240,000
-13.4%
1,1310.0%0.19%
+3.7%
Q4 2019$277,000
+13.5%
1,1310.0%0.19%
+0.5%
Q3 2019$244,000
+2.1%
1,1310.0%0.19%
+2.2%
Q2 2019$239,000
+5.3%
1,1310.0%0.18%
-2.2%
Q1 2019$227,0001,1310.19%
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