L. Roy Papp & Associates, LLP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.

Quarter-by-quarter ownership
L. Roy Papp & Associates, LLP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,211,223
+10.0%
3,8350.0%0.27%
+12.1%
Q1 2024$2,010,844
+8.3%
3,8350.0%0.24%
+3.9%
Q4 2023$1,856,140
+16.7%
3,8350.0%0.23%
+6.5%
Q3 2023$1,591,142
-6.2%
3,8350.0%0.22%
-0.9%
Q2 2023$1,695,684
+14.7%
3,8350.0%0.22%
+9.0%
Q1 2023$1,478,278
+20.7%
3,8350.0%0.20%
+16.3%
Q4 2022$1,224,937
+3.9%
3,8350.0%0.17%
-3.4%
Q3 2022$1,179,000
-5.8%
3,8350.0%0.18%
-2.2%
Q2 2022$1,252,000
-21.6%
3,8350.0%0.18%
-8.5%
Q1 2022$1,597,000
-9.1%
3,8350.0%0.20%
-1.0%
Q4 2021$1,757,000
+14.2%
3,8350.0%0.20%
+2.6%
Q3 2021$1,539,000
+0.7%
3,8350.0%0.20%
+1.6%
Q2 2021$1,529,000
+12.7%
3,8350.0%0.19%
+23.7%
Q4 2020$1,357,000
+13.7%
3,8350.0%0.16%
+2.0%
Q3 2020$1,194,000
+11.7%
3,8350.0%0.15%
+0.7%
Q2 2020$1,069,000
+31.5%
3,8350.0%0.15%
+2.7%
Q1 2020$813,000
-13.4%
3,8350.0%0.15%
+9.6%
Q4 2019$939,000
+13.5%
3,8350.0%0.14%
+3.8%
Q3 2019$827,000
+11.0%
3,835
+8.5%
0.13%
+11.1%
Q2 2019$745,000
+5.1%
3,5350.0%0.12%
-8.6%
Q1 2019$709,000
+20.2%
3,5350.0%0.13%
+4.1%
Q4 2018$590,000
-17.6%
3,5350.0%0.12%
-3.9%
Q3 2018$716,000
+11.7%
3,5350.0%0.13%
+5.8%
Q2 2018$641,000
+6.1%
3,5350.0%0.12%
+4.3%
Q1 2018$604,000
+3.8%
3,5350.0%0.12%
+0.9%
Q4 2017$582,000
+8.4%
3,5350.0%0.12%
-0.9%
Q3 2017$537,000
+7.8%
3,5350.0%0.12%
+7.4%
Q2 2017$498,000
+4.0%
3,5350.0%0.11%
-0.9%
Q1 2017$479,000
+11.4%
3,5350.0%0.11%
+11.2%
Q4 2016$430,000
+0.2%
3,535
-0.7%
0.10%
-2.0%
Q3 2016$429,000
+13.2%
3,560
+0.7%
0.10%
+12.4%
Q2 2016$379,000
-2.1%
3,5350.0%0.09%
-3.3%
Q1 2016$387,000
+1.0%
3,5350.0%0.09%
-2.1%
Q4 2015$383,000
+8.5%
3,5350.0%0.09%
+8.0%
Q3 2015$353,000
-6.1%
3,5350.0%0.09%
+1.2%
Q2 2015$376,000
-0.3%
3,5350.0%0.09%
+3.6%
Q1 2015$377,000
+2.2%
3,5350.0%0.08%
+2.5%
Q4 2014$369,000
+4.2%
3,5350.0%0.08%
-1.2%
Q3 2014$354,000
+3.5%
3,5350.0%0.08%
+6.5%
Q2 2014$342,000
+5.6%
3,5350.0%0.08%
+1.3%
Q1 2014$324,000
+2.2%
3,5350.0%0.08%
+11.8%
Q4 2013$317,000
+11.2%
3,5350.0%0.07%0.0%
Q3 2013$285,000
+8.8%
3,5350.0%0.07%
+4.6%
Q2 2013$262,0003,5350.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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