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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $2,562,074 | +14.7% | 5,029 | +8.9% | 0.28% | +3.3% |
Q4 2023 | $2,234,628 | +165.3% | 4,617 | +127.4% | 0.27% | +143.2% |
Q3 2023 | $842,247 | +5.0% | 2,030 | +11.8% | 0.11% | +8.8% |
Q2 2023 | $802,520 | +65.9% | 1,815 | +44.6% | 0.10% | +56.9% |
Q1 2023 | $483,765 | +27.3% | 1,255 | +5.5% | 0.06% | +14.0% |
Q4 2022 | $380,098 | +57.7% | 1,190 | +51.6% | 0.06% | +35.7% |
Q3 2022 | $241,000 | +14.8% | 785 | +21.9% | 0.04% | +23.5% |
Q2 2022 | $210,000 | – | 644 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NORTHSTAR ASSET MANAGEMENT Co LLC | 109,201 | $57,258,453 | 14.11% |
TAIYO LIFE INSURANCE CO | 296,500 | $155,467 | 12.51% |
Compass Financial Group, INC/SD | 94,020 | $49,298,581 | 11.44% |
SWAN Capital LLC | 38,072 | $19,962,902 | 11.35% |
TRUST CO OF OKLAHOMA | 59,877 | $31,395,906 | 11.14% |
MONUMENTAL FINANCIAL GROUP INC. | 38,858 | $20,375,054 | 10.84% |
AMI INVESTMENT MANAGEMENT INC | 53,094 | $27,839,318 | 10.11% |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 186,385 | $97,729,000 | 9.97% |
Winthrop Capital Management, LLC | 40,861 | $21,425 | 9.87% |
IFS Advisors, LLC | 21,493 | $11,269,972 | 9.84% |