VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,342,621 | -8.2% | 8,056 | -2.2% | 0.06% | -4.5% |
| Q2 2023 | $3,642,101 | +325.3% | 8,237 | +270.7% | 0.07% | +100.0% |
| Q1 2023 | $856,346 | +24.2% | 2,222 | +2.9% | 0.03% | +17.9% |
| Q4 2022 | $689,625 | +7.1% | 2,159 | +3.1% | 0.03% | -15.2% |
| Q3 2022 | $644,000 | -11.9% | 2,094 | -6.4% | 0.03% | -5.7% |
| Q2 2022 | $731,000 | -29.6% | 2,238 | -10.2% | 0.04% | -23.9% |
| Q1 2022 | $1,038,000 | -10.1% | 2,493 | -1.0% | 0.05% | +4.5% |
| Q4 2021 | $1,154,000 | +327.4% | 2,519 | +273.7% | 0.04% | +214.3% |
| Q3 2021 | $270,000 | +0.4% | 674 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $269,000 | -23.1% | 674 | -31.0% | 0.02% | -34.8% |
| Q1 2021 | $350,000 | +41.1% | 977 | +39.6% | 0.02% | +15.0% |
| Q4 2020 | $248,000 | +9.3% | 700 | -4.1% | 0.02% | -41.2% |
| Q3 2020 | $227,000 | – | 730 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 155,455 | $28,200,000 | 19.00% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 193,762 | $35,149,000 | 14.55% |
| Portfolio Strategies, Inc. | 82,392 | $14,946,000 | 9.93% |
| Beacon Capital Management, Inc. | 1,194,885 | $216,752,000 | 9.18% |
| WBH ADVISORY INC | 178,049 | $32,298,000 | 8.37% |
| Harel Insurance Investments & Financial Services Ltd. | 842,528 | $153,137,000 | 8.11% |
| Annex Advisory Services, LLC | 258,961 | $46,976,000 | 8.01% |
| TRUST CO OF OKLAHOMA | 82,194 | $14,909,992,000 | 7.40% |
| Richard Bernstein Advisors LLC | 1,203,228 | $218,295,000 | 7.00% |
| CHURCHILL MANAGEMENT Corp | 1,441,457 | $261,480,000 | 6.96% |