ALTFEST L J & CO INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,427 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.88 and the average weighting 0.6%.

Quarter-by-quarter ownership
ALTFEST L J & CO INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$290
-0.7%
503
-9.7%
0.04%
-2.4%
Q1 2024$292
+20.2%
557
+10.7%
0.04%
+17.1%
Q4 2023$243
+20.9%
503
+11.0%
0.04%
+16.7%
Q2 2023$201
-99.9%
453
-21.2%
0.03%
-30.2%
Q1 2022$240,000
-8.7%
575
+0.2%
0.04%
-14.0%
Q4 2021$263,000
-2.6%
574
-14.6%
0.05%
-12.3%
Q3 2021$270,000
+0.7%
6720.0%0.06%
-1.7%
Q2 2021$268,000
+11.7%
672
+0.3%
0.06%
+1.8%
Q1 2021$240,000
+1.3%
6700.0%0.06%
-1.7%
Q4 2020$237,0006700.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
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