VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,228 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $336,152 | +10.0% | 583 | 0.0% | 0.10% | +10.5% |
| Q1 2024 | $305,690 | +8.3% | 583 | 0.0% | 0.09% | +3.6% |
| Q4 2023 | $282,172 | +16.7% | 583 | 0.0% | 0.08% | +10.7% |
| Q3 2023 | $241,887 | -6.2% | 583 | 0.0% | 0.08% | -3.8% |
| Q2 2023 | $257,779 | -22.9% | 583 | -32.8% | 0.08% | -26.4% |
| Q1 2023 | $334,202 | -11.7% | 867 | -26.8% | 0.11% | -14.5% |
| Q4 2022 | $378,501 | +82.0% | 1,185 | +137.0% | 0.12% | +113.8% |
| Q1 2022 | $208,000 | -51.6% | 500 | -50.0% | 0.06% | -3.3% |
| Q4 2021 | $430,000 | +113.9% | 1,000 | +100.0% | 0.06% | +3.4% |
| Q3 2021 | $201,000 | -34.5% | 500 | -54.5% | 0.06% | -48.2% |
| Q2 2020 | $307,000 | +31.8% | 1,100 | 0.0% | 0.11% | +14.3% |
| Q1 2020 | $233,000 | – | 1,100 | – | 0.10% | – |
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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% |