Haverford Trust Co - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Haverford Trust Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,967,092
-0.4%
14,382
+6.1%
0.07%
+7.4%
Q2 2023$5,990,826
+14.3%
13,549
-0.4%
0.07%
+7.9%
Q1 2023$5,241,236
+44.1%
13,597
+19.4%
0.06%
+40.0%
Q4 2022$3,636,163
+4.2%
11,384
+0.2%
0.04%
-6.2%
Q3 2022$3,491,000
-5.3%
11,357
+0.6%
0.05%0.0%
Q2 2022$3,687,000
-21.3%
11,292
+0.4%
0.05%
-11.1%
Q1 2022$4,684,000
-5.4%
11,247
+4.1%
0.05%0.0%
Q4 2021$4,952,000
+12.6%
10,808
-1.4%
0.05%
+1.9%
Q3 2021$4,397,000
-49.6%
10,958
-28.4%
0.05%
+3.9%
Q2 2021$8,724,000
+129.2%
15,300
+44.1%
0.05%
+4.1%
Q1 2021$3,806,000
+1.0%
10,618
-0.3%
0.05%
-7.5%
Q4 2020$3,770,000
+13.6%
10,6550.0%0.05%0.0%
Q3 2020$3,318,000
+11.7%
10,6550.0%0.05%
+3.9%
Q2 2020$2,970,000
+31.2%
10,655
-0.3%
0.05%
+10.9%
Q1 2020$2,264,000
-11.9%
10,685
+1.8%
0.05%
+9.5%
Q4 2019$2,571,000
+14.7%
10,501
+1.0%
0.04%
+7.7%
Q3 2019$2,242,000
+2.2%
10,4010.0%0.04%0.0%
Q2 2019$2,193,000
+5.1%
10,4010.0%0.04%0.0%
Q1 2019$2,087,000
+47.6%
10,401
+22.7%
0.04%
+30.0%
Q4 2018$1,414,000
+96.9%
8,476
+139.0%
0.03%
+130.8%
Q3 2018$718,000
+24.9%
3,546
+11.8%
0.01%
+18.2%
Q2 2018$575,000
-0.9%
3,171
-6.6%
0.01%
-8.3%
Q1 2018$580,000
-6.5%
3,394
-9.8%
0.01%0.0%
Q4 2017$620,000
+8.4%
3,7640.0%0.01%0.0%
Q3 2017$572,000
+7.9%
3,7640.0%0.01%0.0%
Q2 2017$530,000
+3.7%
3,7640.0%0.01%0.0%
Q1 2017$511,000
+11.8%
3,7640.0%0.01%
+9.1%
Q4 2016$457,000
+0.9%
3,7640.0%0.01%0.0%
Q3 2016$453,000
+82.7%
3,764
+62.7%
0.01%
+83.3%
Q2 2016$248,000
-16.5%
2,314
-14.7%
0.01%
-25.0%
Q1 2016$297,000
+1.0%
2,7140.0%0.01%0.0%
Q4 2015$294,0002,7140.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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