VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,811 | -6.2% | 296 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $130,880 | +14.7% | 296 | 0.0% | 0.04% | +12.5% |
| Q1 2023 | $114,100 | +20.7% | 296 | 0.0% | 0.03% | +23.1% |
| Q4 2022 | $94,545 | +3.9% | 296 | 0.0% | 0.03% | +8.3% |
| Q3 2022 | $91,000 | -6.2% | 296 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $97,000 | -21.1% | 296 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $123,000 | +146.0% | 296 | +169.1% | 0.03% | +145.5% |
| Q4 2021 | $50,000 | +13.6% | 110 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $44,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +12.8% | 110 | 0.0% | 0.01% | +11.1% |
| Q1 2021 | $39,000 | 0.0% | 110 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $39,000 | +14.7% | 110 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $34,000 | +9.7% | 110 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $31,000 | +34.8% | 110 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $23,000 | -14.8% | 110 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $27,000 | – | 110 | – | 0.01% | – |
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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% |