VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $436,479 | +10.0% | 757 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $396,926 | -1.7% | 757 | -9.2% | 0.01% | 0.0% |
Q4 2023 | $403,656 | +16.7% | 834 | 0.0% | 0.01% | +11.1% |
Q3 2023 | $346,027 | -20.9% | 834 | -15.7% | 0.01% | -84.5% |
Q2 2023 | $437,297 | +61.4% | 989 | +12.3% | 0.06% | +28.9% |
Q3 2022 | $271,000 | -5.9% | 881 | 0.0% | 0.04% | -2.2% |
Q2 2022 | $288,000 | -58.3% | 881 | -44.5% | 0.05% | -49.5% |
Q1 2022 | $690,000 | +113.6% | 1,587 | +124.8% | 0.09% | +116.7% |
Q4 2021 | $323,000 | +14.1% | 706 | 0.0% | 0.04% | +2.4% |
Q3 2021 | $283,000 | +0.4% | 706 | 0.0% | 0.04% | +2.5% |
Q2 2021 | $282,000 | – | 706 | – | 0.04% | – |
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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% |