VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,427 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.88 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $921,967 | +35.4% | 1,599 | +23.1% | 0.03% | +34.8% |
Q1 2024 | $681,118 | +8.3% | 1,299 | 0.0% | 0.02% | 0.0% |
Q4 2023 | $628,716 | +16.7% | 1,299 | 0.0% | 0.02% | +9.5% |
Q3 2023 | $538,955 | -6.2% | 1,299 | 0.0% | 0.02% | -4.5% |
Q2 2023 | $574,366 | +20.3% | 1,299 | +4.8% | 0.02% | +15.8% |
Q1 2023 | $477,597 | +216.1% | 1,239 | +161.9% | 0.02% | +216.7% |
Q4 2022 | $151,081 | +4.2% | 473 | 0.0% | 0.01% | -14.3% |
Q3 2022 | $145,000 | -5.8% | 473 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $154,000 | -21.8% | 473 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $197,000 | -9.2% | 473 | 0.0% | 0.01% | -12.5% |
Q4 2021 | $217,000 | +14.2% | 473 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $190,000 | +23.4% | 473 | +22.5% | 0.01% | +14.3% |
Q2 2021 | $154,000 | -17.2% | 386 | -42.0% | 0.01% | -41.7% |
Q2 2020 | $186,000 | +31.9% | 666 | 0.0% | 0.01% | +9.1% |
Q1 2020 | $141,000 | -13.5% | 666 | 0.0% | 0.01% | +10.0% |
Q4 2019 | $163,000 | +13.2% | 666 | 0.0% | 0.01% | +11.1% |
Q3 2019 | $144,000 | +2.9% | 666 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $140,000 | +4.5% | 666 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $134,000 | +20.7% | 666 | 0.0% | 0.01% | +12.5% |
Q4 2018 | $111,000 | -17.8% | 666 | 0.0% | 0.01% | -11.1% |
Q3 2018 | $135,000 | +11.6% | 666 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $121,000 | -3.2% | 666 | -8.9% | 0.01% | 0.0% |
Q1 2018 | $125,000 | +13.6% | 731 | +9.8% | 0.01% | +12.5% |
Q4 2017 | $110,000 | +8.9% | 666 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $101,000 | +1.0% | 666 | -6.5% | 0.01% | 0.0% |
Q2 2017 | $100,000 | +11.1% | 712 | +6.9% | 0.01% | 0.0% |
Q1 2017 | $90,000 | +11.1% | 666 | 0.0% | 0.01% | +14.3% |
Q4 2016 | $81,000 | – | 666 | – | 0.01% | – |
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% |