BTR CAPITAL MANAGEMENT INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
BTR CAPITAL MANAGEMENT INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$2,779,000
-5.6%
9,0190.0%0.43%
+2.6%
Q2 2022$2,945,000
-22.0%
9,019
-0.5%
0.42%
-8.8%
Q1 2022$3,775,000
-11.5%
9,064
-2.7%
0.46%
-3.5%
Q4 2021$4,267,000
+6.9%
9,314
-6.4%
0.48%
-2.8%
Q3 2021$3,992,000
-1.6%
9,948
-2.2%
0.50%
-2.2%
Q2 2021$4,055,000
+7.4%
10,168
-3.4%
0.51%
-7.8%
Q1 2021$3,774,000
-0.2%
10,527
-1.5%
0.55%
-7.1%
Q4 2020$3,782,000
+15.3%
10,689
+1.5%
0.59%
+1.9%
Q3 2020$3,279,000
+7.7%
10,529
-3.6%
0.58%
+1.4%
Q2 2020$3,045,000
+22.3%
10,924
-7.0%
0.57%
+3.8%
Q1 2020$2,490,000
-15.6%
11,749
-2.4%
0.55%
+8.5%
Q4 2019$2,949,000
+13.6%
12,0440.0%0.51%
+4.1%
Q3 2019$2,596,000
+0.5%
12,044
-1.7%
0.49%
+1.2%
Q2 2019$2,584,000
-1.0%
12,254
-5.8%
0.48%
-4.0%
Q1 2019$2,611,000
+17.5%
13,014
-2.3%
0.50%
+7.3%
Q4 2018$2,223,000
-23.2%
13,324
-6.7%
0.47%
-7.0%
Q3 2018$2,893,000
+8.0%
14,282
-3.3%
0.50%
-2.5%
Q2 2018$2,679,000
+2.6%
14,767
-3.2%
0.52%
-1.1%
Q1 2018$2,610,000
-4.1%
15,262
-7.6%
0.52%
-2.1%
Q4 2017$2,722,000
+3.0%
16,522
-4.9%
0.53%
-1.1%
Q3 2017$2,642,000
+4.3%
17,382
-3.3%
0.54%
+3.7%
Q2 2017$2,533,000
-2.1%
17,982
-5.7%
0.52%
-3.9%
Q1 2017$2,587,000
+5.9%
19,072
-6.0%
0.54%
-1.3%
Q4 2016$2,442,0000.0%20,2910.0%0.55%0.0%
Q3 2016$2,442,000
+11.8%
20,291
-0.6%
0.55%
+9.4%
Q2 2016$2,185,000
-6.5%
20,406
-4.3%
0.50%
-7.7%
Q1 2016$2,336,000
-15.2%
21,331
-16.1%
0.54%
-13.3%
Q4 2015$2,754,000
+18.9%
25,436
+9.8%
0.63%
+12.8%
Q3 2015$2,317,000
-7.1%
23,170
-1.4%
0.56%
-5.5%
Q2 2015$2,495,000
-3.4%
23,490
-3.2%
0.59%
-6.2%
Q1 2015$2,584,000
-0.6%
24,255
-2.5%
0.63%
-11.7%
Q4 2014$2,599,000
-9.1%
24,880
-12.9%
0.71%
-10.1%
Q3 2014$2,860,000
+2.3%
28,575
-1.0%
0.79%
+2.9%
Q2 2014$2,795,000
+8.7%
28,875
+2.8%
0.77%
+2.4%
Q1 2014$2,571,000
+22.2%
28,085
+19.5%
0.75%
+24.8%
Q4 2013$2,104,000
+11.0%
23,5000.0%0.60%
+0.8%
Q3 2013$1,896,000
+6.0%
23,500
-2.8%
0.60%
+7.0%
Q2 2013$1,788,00024,1750.56%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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