ROMAN BUTLER FULLERTON & CO - 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
ROMAN BUTLER FULLERTON & CO ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$284,936
-6.1%
674
+1.8%
0.13%
-3.6%
Q2 2023$303,605
+24.6%
6620.0%0.14%
+14.9%
Q1 2023$243,701
+9.4%
662
+0.3%
0.12%
+5.2%
Q4 2022$222,757
-0.6%
660
+0.3%
0.12%
-7.3%
Q2 2022$224,000
-17.9%
658
+0.2%
0.12%
-1.6%
Q1 2022$273,000
-16.0%
657
-7.5%
0.13%
-12.5%
Q4 2021$325,000
-2.1%
710
-9.6%
0.14%
-7.1%
Q3 2021$332,000
+6.4%
785
+0.3%
0.16%
+2.0%
Q2 2021$312,000
+3.0%
783
+0.1%
0.15%0.0%
Q1 2021$303,000
+9.8%
782
+0.1%
0.15%
-6.7%
Q4 2020$276,000
+3.8%
781
-8.7%
0.16%
-6.3%
Q3 2020$266,000
+11.8%
855
+0.2%
0.17%
+2.4%
Q2 2020$238,0008530.17%
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