VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,181 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,730,385 | +12.0% | 9,938 | +1.9% | 0.09% | +10.8% |
Q1 2024 | $5,116,198 | +27.5% | 9,757 | +17.7% | 0.08% | +5.1% |
Q4 2023 | $4,013,949 | +31.4% | 8,293 | +12.6% | 0.08% | +14.5% |
Q3 2023 | $3,055,022 | +11.6% | 7,363 | +18.9% | 0.07% | +13.1% |
Q2 2023 | $2,737,089 | +14.0% | 6,190 | -0.6% | 0.06% | +5.2% |
Q1 2023 | $2,400,425 | +53.1% | 6,227 | +39.2% | 0.06% | +34.9% |
Q4 2022 | $1,567,666 | -33.2% | 4,474 | -41.4% | 0.04% | -51.7% |
Q3 2022 | $2,346,000 | +42.6% | 7,632 | +51.5% | 0.09% | +58.9% |
Q2 2022 | $1,645,000 | -9.3% | 5,038 | +15.7% | 0.06% | -21.1% |
Q1 2022 | $1,814,000 | -16.2% | 4,356 | -7.8% | 0.07% | -19.3% |
Q4 2021 | $2,164,000 | +14.1% | 4,723 | -0.0% | 0.09% | +1.1% |
Q3 2021 | $1,896,000 | +7.5% | 4,725 | +6.8% | 0.09% | +7.4% |
Q2 2021 | $1,764,000 | +40.9% | 4,424 | +26.7% | 0.08% | +22.7% |
Q1 2021 | $1,252,000 | +451.5% | 3,492 | +443.9% | 0.07% | +312.5% |
Q4 2020 | $227,000 | +10.2% | 642 | -36.8% | 0.02% | -23.8% |
Q3 2018 | $206,000 | -5.5% | 1,016 | -98.7% | 0.02% | -12.5% |
Q2 2018 | $218,000 | – | 77,402 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CMC Financial Group | 142,311 | $30,012,000 | 38.50% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 168,219 | $35,476,000 | 13.99% |
Harel Insurance Investments & Financial Services Ltd. | 1,027,750 | $216,742,000 | 11.57% |
Portfolio Strategies, Inc. | 81,448 | $17,176,000 | 11.34% |
SEARCY FINANCIAL SERVICES INC /ADV | 57,576 | $12,142,000 | 9.53% |
MFA WEALTH ADVISORS, LLC | 53,429 | $11,268,000 | 8.47% |
Annex Advisory Services, LLC | 282,472 | $59,571,000 | 8.39% |
Beacon Capital Management, Inc. | 841,356 | $177,434,000 | 8.13% |
Migdal Insurance & Financial Holdings Ltd. | 1,365,481 | $287,966,000 | 7.36% |
WBH ADVISORY INC | 148,643 | $31,347,000 | 7.27% |