HM PAYSON & CO - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$946,387
-5.7%
2,281
+0.5%
0.02%
-4.3%
Q2 2023$1,003,704
+3.8%
2,270
-9.5%
0.02%0.0%
Q1 2023$966,759
+53.6%
2,508
+27.3%
0.02%
+43.8%
Q4 2022$629,238
+7.6%
1,970
+3.5%
0.02%0.0%
Q3 2022$585,000
-8.3%
1,903
-2.6%
0.02%0.0%
Q2 2022$638,000
-51.3%
1,953
-37.8%
0.02%
-46.7%
Q1 2022$1,309,000
-8.3%
3,142
+0.9%
0.03%
-3.2%
Q4 2021$1,427,000
+13.8%
3,114
-0.3%
0.03%0.0%
Q3 2021$1,254,000
+0.6%
3,1240.0%0.03%
+3.3%
Q2 2021$1,246,000
+71.9%
3,124
+54.4%
0.03%
+57.9%
Q1 2021$725,000
+1.3%
2,0230.0%0.02%
-5.0%
Q4 2020$716,000
+12.8%
2,023
-0.7%
0.02%0.0%
Q3 2020$635,000
+11.8%
2,0380.0%0.02%
+5.3%
Q2 2020$568,000
+29.1%
2,038
-1.8%
0.02%
+11.8%
Q1 2020$440,000
-10.9%
2,076
+3.0%
0.02%
+6.2%
Q4 2019$494,000
+16.0%
2,016
+1.9%
0.02%
+6.7%
Q3 2019$426,000
+2.2%
1,9780.0%0.02%0.0%
Q2 2019$417,000
+6.9%
1,978
+2.9%
0.02%
-11.8%
Q3 2018$390,000
+8.6%
1,923
-2.8%
0.02%
+13.3%
Q2 2018$359,000
+6.2%
1,9780.0%0.02%
+7.1%
Q1 2018$338,000
+4.0%
1,9780.0%0.01%
+7.7%
Q4 2017$325,000
+4.2%
1,978
-3.5%
0.01%0.0%
Q3 2017$312,000
-28.4%
2,050
-33.8%
0.01%
-35.0%
Q2 2017$436,000
+111.7%
3,097
+103.5%
0.02%
+122.2%
Q1 2017$206,0001,5220.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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