VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $324,565 | +152996.7% | 842 | +26.8% | 0.08% | +52.8% |
| Q4 2022 | $212 | -99.9% | 664 | -8.3% | 0.05% | -8.6% |
| Q3 2022 | $223,000 | -38.1% | 724 | -34.2% | 0.06% | -36.3% |
| Q2 2022 | $360,000 | -23.2% | 1,100 | -2.2% | 0.09% | -9.9% |
| Q1 2022 | $469,000 | -19.7% | 1,125 | -11.8% | 0.10% | -12.9% |
| Q4 2021 | $584,000 | +13.8% | 1,276 | 0.0% | 0.12% | +2.7% |
| Q3 2021 | $513,000 | +83.2% | 1,276 | +82.0% | 0.11% | +71.2% |
| Q2 2021 | $280,000 | +11.6% | 701 | 0.0% | 0.07% | -23.3% |
| Q1 2021 | $251,000 | +1.2% | 701 | 0.0% | 0.09% | +1.2% |
| Q4 2020 | $248,000 | +13.2% | 701 | 0.0% | 0.08% | -6.6% |
| Q3 2020 | $219,000 | 0.0% | 701 | -65.8% | 0.09% | +21.3% |
| Q1 2015 | $219,000 | – | 2,049 | – | 0.08% | – |
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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% |