VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $37,160,350 | +10.0% | 64,448 | +0.0% | 10.23% | +5.3% |
Q1 2024 | $33,788,470 | +8.3% | 64,440 | -0.1% | 9.72% | +6.7% |
Q4 2023 | $31,208,804 | +13.9% | 64,481 | -2.4% | 9.11% | -0.0% |
Q3 2023 | $27,407,879 | -7.3% | 66,059 | -1.3% | 9.11% | -2.1% |
Q2 2023 | $29,579,178 | +14.1% | 66,897 | -0.5% | 9.31% | +5.8% |
Q1 2023 | $25,925,170 | +20.7% | 67,256 | 0.0% | 8.80% | +10.9% |
Q4 2022 | $21,482,239 | +3.0% | 67,256 | -0.9% | 7.93% | -83.6% |
Q3 2022 | $20,858,000 | -5.9% | 67,858 | 0.0% | 48.38% | +1.0% |
Q2 2022 | $22,159,000 | -21.7% | 67,858 | -0.2% | 47.90% | +255.2% |
Q1 2022 | $28,313,000 | -16.2% | 67,981 | -7.8% | 13.49% | -7.2% |
Q4 2021 | $33,780,000 | +11.4% | 73,729 | -2.5% | 14.54% | -69.2% |
Q3 2021 | $30,331,000 | +0.5% | 75,583 | -0.1% | 47.26% | +254.5% |
Q2 2021 | $30,170,000 | -37.9% | 75,658 | -44.2% | 13.33% | -28.8% |
Q1 2021 | $48,612,000 | +1.5% | 135,603 | +0.2% | 18.72% | -3.0% |
Q4 2020 | $47,886,000 | +15.3% | 135,351 | +1.5% | 19.30% | +2.1% |
Q3 2020 | $41,523,000 | +15.1% | 133,321 | +3.0% | 18.90% | +0.6% |
Q2 2020 | $36,065,000 | +145.9% | 129,401 | +87.0% | 18.80% | +35.5% |
Q1 2020 | $14,666,000 | -54.0% | 69,211 | -56.0% | 13.87% | -31.2% |
Q3 2018 | $31,875,000 | +13.0% | 157,359 | +1.2% | 20.18% | +6.2% |
Q2 2018 | $28,200,000 | – | 155,455 | – | 19.00% | – |
Download |
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% |