VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 969 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $285,989 | +10.0% | 496 | 0.0% | 0.03% | +6.2% |
Q1 2024 | $260,073 | +4.1% | 496 | -3.9% | 0.03% | -5.9% |
Q4 2023 | $249,744 | +16.7% | 516 | 0.0% | 0.03% | +6.2% |
Q3 2023 | $214,088 | -6.2% | 516 | 0.0% | 0.03% | -3.0% |
Q2 2023 | $228,155 | +8.1% | 516 | +2.0% | 0.03% | 0.0% |
Q1 2022 | $211,000 | -7.5% | 506 | +1.6% | 0.03% | -2.9% |
Q4 2021 | $228,000 | -14.0% | 498 | -32.6% | 0.03% | -27.7% |
Q1 2021 | $265,000 | – | 739 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Advisors Preferred, LLC | 126,616 | $48,742,096 | 16.68% |
Parker Investment Management, LLC | 187,511 | $72,279,865 | 14.41% |
SWAN Capital LLC | 34,467 | $13,286,008 | 12.82% |
Privium Fund Management (UK) Ltd | 41,708 | $15,820,261 | 12.46% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 109,253 | $42,113,754 | 12.38% |
TRUST CO OF OKLAHOMA | 64,554 | $24,883,630 | 9.73% |
Curtis Advisory Group, LLC | 67,080 | $25,857,328 | 9.44% |
Compass Financial Group, INC/SD | 74,794 | $28,830,897 | 9.42% |
TAIYO LIFE INSURANCE CO | 296,500 | $114,292 | 9.35% |
Financial Services Advisory Inc | 36,279 | $13,984,466 | 9.16% |