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 | $1,246,173 | +10.0% | 2,161 | 0.0% | 0.04% | +11.4% |
Q1 2024 | $1,133,246 | +7.1% | 2,161 | -1.1% | 0.04% | -2.8% |
Q4 2023 | $1,057,937 | +9.4% | 2,186 | -6.2% | 0.04% | -2.7% |
Q3 2023 | $966,935 | -4.7% | 2,330 | +1.6% | 0.04% | -2.6% |
Q2 2023 | $1,014,578 | +14.1% | 2,294 | -0.6% | 0.04% | +8.6% |
Q1 2023 | $889,123 | +16.9% | 2,307 | -3.1% | 0.04% | +6.1% |
Q4 2022 | $760,301 | -9.8% | 2,380 | -13.2% | 0.03% | -17.5% |
Q3 2022 | $843,000 | -0.9% | 2,742 | +5.2% | 0.04% | +5.3% |
Q2 2022 | $851,000 | -22.7% | 2,607 | -1.4% | 0.04% | -5.0% |
Q1 2022 | $1,101,000 | -10.3% | 2,643 | -1.3% | 0.04% | 0.0% |
Q4 2021 | $1,227,000 | +9.4% | 2,679 | -4.2% | 0.04% | -4.8% |
Q3 2021 | $1,122,000 | -1.6% | 2,796 | -2.2% | 0.04% | -2.3% |
Q2 2021 | $1,140,000 | +10.1% | 2,859 | -1.0% | 0.04% | 0.0% |
Q1 2021 | $1,035,000 | -2.2% | 2,888 | -3.5% | 0.04% | -10.4% |
Q4 2020 | $1,058,000 | +8.7% | 2,992 | -4.3% | 0.05% | -4.0% |
Q3 2020 | $973,000 | +6.0% | 3,125 | -5.2% | 0.05% | -5.7% |
Q2 2020 | $918,000 | +31.1% | 3,295 | -0.2% | 0.05% | +8.2% |
Q1 2020 | $700,000 | -23.7% | 3,303 | -11.8% | 0.05% | -7.5% |
Q4 2019 | $917,000 | +16.4% | 3,745 | +2.5% | 0.05% | +6.0% |
Q3 2019 | $788,000 | +2.2% | 3,655 | 0.0% | 0.05% | 0.0% |
Q2 2019 | $771,000 | +4.5% | 3,655 | -0.6% | 0.05% | -2.0% |
Q1 2019 | $738,000 | +24.0% | 3,678 | +3.1% | 0.05% | -7.3% |
Q4 2018 | $595,000 | -41.0% | 3,569 | -35.3% | 0.06% | -33.7% |
Q3 2018 | $1,008,000 | +45.9% | 5,515 | +54.5% | 0.08% | +56.6% |
Q2 2018 | $691,000 | +5.8% | 3,569 | +0.1% | 0.05% | -3.6% |
Q1 2018 | $653,000 | 0.0% | 3,567 | -8.3% | 0.06% | -5.2% |
Q4 2017 | $653,000 | -3.4% | 3,891 | -9.5% | 0.06% | -26.6% |
Q3 2017 | $676,000 | +6.6% | 4,298 | +0.0% | 0.08% | +2.6% |
Q2 2017 | $634,000 | +3.8% | 4,296 | +0.0% | 0.08% | +1.3% |
Q1 2017 | $611,000 | +15.5% | 4,294 | +0.0% | 0.08% | +8.6% |
Q4 2016 | $529,000 | +3.9% | 4,292 | +0.0% | 0.07% | -4.1% |
Q3 2016 | $509,000 | +3.2% | 4,290 | +0.1% | 0.07% | +4.3% |
Q2 2016 | $493,000 | +9.3% | 4,287 | +4.2% | 0.07% | +1.4% |
Q1 2016 | $451,000 | -21.6% | 4,115 | -27.2% | 0.07% | -31.0% |
Q4 2015 | $575,000 | -19.5% | 5,650 | -13.2% | 0.10% | -18.7% |
Q3 2015 | $714,000 | +24.4% | 6,509 | +20.5% | 0.12% | +23.0% |
Q2 2015 | $574,000 | -0.7% | 5,403 | 0.0% | 0.10% | 0.0% |
Q1 2015 | $578,000 | +4.0% | 5,403 | +1.3% | 0.10% | -3.8% |
Q4 2014 | $556,000 | +33.3% | 5,333 | +28.0% | 0.10% | +25.3% |
Q3 2014 | $417,000 | +79.7% | 4,165 | +73.5% | 0.08% | +56.6% |
Q2 2014 | $232,000 | +7.9% | 2,400 | +2.1% | 0.05% | -7.0% |
Q1 2014 | $215,000 | +2.4% | 2,350 | 0.0% | 0.06% | +1.8% |
Q4 2013 | $210,000 | – | 2,350 | – | 0.06% | – |
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% |