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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,148,672 | -7.4% | 5,179 | -1.3% | 0.08% | -9.1% |
| Q2 2023 | $2,319,485 | +1.9% | 5,246 | -11.2% | 0.09% | -7.4% |
| Q1 2023 | $2,276,502 | +21.5% | 5,906 | +0.7% | 0.10% | +5.6% |
| Q4 2022 | $1,873,077 | +86.2% | 5,864 | +79.1% | 0.09% | +69.8% |
| Q3 2022 | $1,006,000 | +25.0% | 3,274 | +32.9% | 0.05% | +26.2% |
| Q2 2022 | $805,000 | -26.1% | 2,464 | -5.7% | 0.04% | -16.0% |
| Q1 2022 | $1,089,000 | +5.5% | 2,614 | +16.0% | 0.05% | +8.7% |
| Q4 2021 | $1,032,000 | +10.8% | 2,253 | -2.8% | 0.05% | -2.1% |
| Q3 2021 | $931,000 | -6.8% | 2,319 | -7.5% | 0.05% | -11.3% |
| Q2 2021 | $999,000 | +9.1% | 2,506 | -1.9% | 0.05% | 0.0% |
| Q1 2021 | $916,000 | +29.7% | 2,555 | +28.0% | 0.05% | +20.5% |
| Q4 2020 | $706,000 | – | 1,996 | – | 0.04% | – |
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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% |