VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 550 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $565,202 | +13.1% | 980 | +2.8% | 0.05% | +11.4% |
Q1 2024 | $499,827 | +8.0% | 953 | -0.3% | 0.04% | 0.0% |
Q4 2023 | $462,878 | -23.5% | 956 | -34.4% | 0.04% | -32.3% |
Q3 2023 | $604,744 | -6.0% | 1,458 | +0.2% | 0.06% | -19.8% |
Q2 2023 | $643,534 | +24.7% | 1,455 | +8.7% | 0.08% | +44.6% |
Q1 2023 | $516,131 | +18.9% | 1,339 | -1.5% | 0.06% | +14.3% |
Q4 2022 | $434,042 | +6.1% | 1,359 | +2.1% | 0.05% | +8.9% |
Q3 2022 | $409,000 | +46.6% | 1,331 | +55.7% | 0.04% | +55.2% |
Q2 2022 | $279,000 | -19.4% | 855 | +2.9% | 0.03% | -12.1% |
Q1 2022 | $346,000 | -3.4% | 831 | +6.4% | 0.03% | 0.0% |
Q4 2021 | $358,000 | +14.7% | 781 | +0.4% | 0.03% | +13.8% |
Q3 2021 | $312,000 | +5.1% | 778 | +4.4% | 0.03% | +3.6% |
Q2 2021 | $297,000 | +17.9% | 745 | +6.1% | 0.03% | +7.7% |
Q1 2021 | $252,000 | +9.6% | 702 | +7.8% | 0.03% | 0.0% |
Q4 2020 | $230,000 | -16.4% | 651 | -26.4% | 0.03% | -31.6% |
Q3 2020 | $275,000 | +21.1% | 884 | +8.5% | 0.04% | +15.2% |
Q2 2020 | $227,000 | +31.2% | 815 | +0.1% | 0.03% | +10.0% |
Q1 2020 | $173,000 | -43.1% | 814 | -34.4% | 0.03% | -41.2% |
Q4 2019 | $304,000 | -18.7% | 1,240 | -28.6% | 0.05% | -25.0% |
Q3 2019 | $374,000 | +2.2% | 1,737 | 0.0% | 0.07% | 0.0% |
Q2 2019 | $366,000 | -1.9% | 1,737 | -6.5% | 0.07% | -6.8% |
Q1 2019 | $373,000 | -9.5% | 1,857 | -24.9% | 0.07% | -22.3% |
Q4 2018 | $412,000 | -20.6% | 2,472 | -3.5% | 0.09% | -20.3% |
Q3 2018 | $519,000 | +11.6% | 2,562 | +0.0% | 0.12% | -5.6% |
Q2 2018 | $465,000 | +6.2% | 2,561 | 0.0% | 0.12% | -0.8% |
Q1 2018 | $438,000 | +23.7% | 2,561 | +19.3% | 0.13% | +35.5% |
Q4 2017 | $354,000 | +8.6% | 2,147 | 0.0% | 0.09% | +2.2% |
Q3 2017 | $326,000 | +7.9% | 2,147 | 0.0% | 0.09% | +1.1% |
Q2 2017 | $302,000 | – | 2,147 | – | 0.09% | – |
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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% |