PLANNING DIRECTIONS INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 550 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$324,478
+10.0%
5630.0%0.22%
+7.8%
Q1 2024$295,074
+8.6%
563
+0.4%
0.20%
+5.7%
Q4 2023$271,724
+117022.4%
561
+0.4%
0.19%
+9.0%
Q3 2023$232
-6.1%
559
+0.2%
0.18%
-1.1%
Q2 2023$247
+14.9%
5580.0%0.18%
+12.5%
Q1 2023$215
-99.9%
558
+0.9%
0.16%
-1.2%
Q1 2022$231,000
-8.7%
5530.0%0.16%
-3.6%
Q4 2021$253,000
+14.5%
553
+0.5%
0.17%
+4.3%
Q3 2021$221,000
+0.9%
5500.0%0.16%
+0.6%
Q2 2021$219,000
-8.4%
550
-35.8%
0.16%
-28.3%
Q2 2020$239,000
+14.4%
857
+0.6%
0.22%
+15.5%
Q4 2019$209,000
-76.4%
852
-79.7%
0.19%
-78.5%
Q2 2019$885,000
+5.5%
4,195
+0.3%
0.90%
-9.9%
Q1 2019$839,000
+20.5%
4,182
+0.3%
1.00%
+15.9%
Q4 2018$696,000
-65.2%
4,170
-57.8%
0.86%
-53.8%
Q3 2018$2,002,000
+12.3%
9,884
+0.6%
1.86%
+8.1%
Q2 2018$1,782,000
+133.9%
9,826
+120.5%
1.72%
+130.5%
Q1 2018$762,0004,4560.75%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
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