MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$1,685,000
+1.8%
4,199
+1.2%
0.11%
+1.8%
Q2 2021$1,655,000
+10.0%
4,149
-1.2%
0.11%
+0.9%
Q1 2021$1,505,000
+1.4%
4,199
+0.1%
0.11%
-3.5%
Q4 2020$1,484,000
+20.5%
4,195
+10.4%
0.11%
+5.6%
Q3 2020$1,232,000
+19.3%
3,801
+2.5%
0.11%
+9.1%
Q2 2020$1,033,000
+39.8%
3,707
+6.3%
0.10%
+16.5%
Q1 2020$739,000
-11.9%
3,486
+1.8%
0.08%
+9.0%
Q4 2019$839,000
+14.6%
3,425
+0.8%
0.08%0.0%
Q3 2019$732,000
-6.4%
3,397
-8.4%
0.08%
-3.7%
Q2 2019$782,000
+3.0%
3,709
-1.9%
0.08%
-2.4%
Q1 2019$759,000
+23.8%
3,782
+2.9%
0.08%
+9.2%
Q4 2018$613,0003,6750.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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