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 | $19,028 | -18.1% | 33 | -41.1% | 0.00% | -33.3% |
Q3 2023 | $23,235 | -8.8% | 56 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $25,483 | +18.3% | 56 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $21,547 | +53.3% | 56 | +27.3% | 0.00% | +50.0% |
Q4 2022 | $14,054 | +0.4% | 44 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $14,000 | – | 44 | – | 0.00% | – |
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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% |