BURNEY CO/ - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
BURNEY CO/ ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$494,976
-4.4%
1,193
+1.9%
0.02%
-4.2%
Q2 2023$517,769
-4.8%
1,171
-17.0%
0.02%
-11.1%
Q1 2023$543,898
+12.4%
1,411
-6.9%
0.03%
+8.0%
Q4 2022$483,906
-11.9%
1,515
-15.3%
0.02%
-16.7%
Q3 2022$549,000
-8.5%
1,788
-2.8%
0.03%
-6.2%
Q2 2022$600,000
-22.3%
1,840
-0.8%
0.03%
-8.6%
Q1 2022$772,000
-12.5%
1,854
-3.6%
0.04%
-7.9%
Q4 2021$882,000
+9.2%
1,924
-4.5%
0.04%0.0%
Q3 2021$808,000
+2.7%
2,014
+2.0%
0.04%
+2.7%
Q2 2021$787,000
+12.4%
1,975
+1.1%
0.04%
+5.7%
Q1 2021$700,000
+4.2%
1,953
+2.8%
0.04%
-5.4%
Q4 2020$672,000
-2.0%
1,899
-13.7%
0.04%
-14.0%
Q3 2020$686,000
+46.3%
2,200
+30.6%
0.04%
+43.3%
Q2 2020$469,000
+48.9%
1,684
+13.4%
0.03%
+25.0%
Q1 2020$315,000
-18.2%
1,485
-5.5%
0.02%
+14.3%
Q4 2019$385,000
+10.3%
1,571
-3.0%
0.02%0.0%
Q3 2019$349,000
+3.9%
1,619
+1.7%
0.02%
+5.0%
Q2 2019$336,000
+0.6%
1,592
-4.3%
0.02%
-4.8%
Q1 2019$334,000
+26.0%
1,663
+4.7%
0.02%
+10.5%
Q4 2018$265,000
-18.5%
1,588
-0.9%
0.02%0.0%
Q3 2018$325,000
-20.9%
1,602
-29.3%
0.02%
-20.8%
Q2 2018$411,000
+10.2%
2,267
+4.0%
0.02%
+4.3%
Q1 2018$373,000
+0.8%
2,180
-2.9%
0.02%
+9.5%
Q4 2017$370,000
+57.4%
2,245
+44.3%
0.02%
+40.0%
Q3 2017$235,000
+13.5%
1,556
+5.8%
0.02%
+7.1%
Q2 2017$207,000
+2.0%
1,471
-1.7%
0.01%
+7.7%
Q1 2017$203,000
-61.5%
1,497
-69.6%
0.01%
-65.8%
Q2 2016$527,000
-3.3%
4,919
-1.1%
0.04%
-5.0%
Q1 2016$545,000
-1.3%
4,973
-4.3%
0.04%
+5.3%
Q2 2015$552,000
-0.4%
5,1970.0%0.04%0.0%
Q1 2015$554,000
-0.9%
5,197
-2.9%
0.04%
-13.6%
Q4 2014$559,000
+3.9%
5,353
-0.4%
0.04%
-4.3%
Q3 2014$538,000
+2.9%
5,376
-0.6%
0.05%
+2.2%
Q2 2014$523,000
+4.2%
5,407
-1.5%
0.04%
-2.2%
Q1 2014$502,000
+1.8%
5,490
-0.2%
0.05%
-4.2%
Q4 2013$493,000
+8.8%
5,501
-1.9%
0.05%
-5.9%
Q3 2013$453,000
+6.6%
5,609
-2.3%
0.05%
-3.8%
Q2 2013$425,0005,7390.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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