VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $324,806 | +10.0% | 563 | 0.0% | 0.12% | +4.5% |
| Q1 2024 | $295,372 | +8.6% | 563 | +0.2% | 0.11% | +0.9% |
| Q4 2023 | $272,000 | +17.1% | 562 | +0.4% | 0.11% | +4.8% |
| Q3 2023 | $232,290 | +7.8% | 560 | +0.2% | 0.10% | +7.1% |
| Q2 2023 | $215,484 | 0.0% | 559 | 0.0% | 0.10% | -26.9% |
| Q1 2023 | $215,484 | -6.7% | 559 | +0.9% | 0.13% | +42.6% |
| Q1 2022 | $231,000 | -8.7% | 554 | +0.2% | 0.09% | -1.1% |
| Q4 2021 | $253,000 | +12.9% | 553 | +0.4% | 0.10% | +2.2% |
| Q3 2021 | $224,000 | +1.8% | 551 | 0.0% | 0.09% | +14.8% |
| Q2 2021 | $220,000 | +100.0% | 551 | +0.5% | 0.08% | +15.7% |
| Q1 2019 | $110,000 | +20.9% | 548 | 0.0% | 0.07% | +12.9% |
| Q4 2018 | $91,000 | -18.0% | 548 | 0.0% | 0.06% | -8.8% |
| Q3 2018 | $111,000 | -62.2% | 548 | -65.3% | 0.07% | -65.3% |
| Q2 2018 | $294,000 | +6.1% | 1,581 | -3.8% | 0.20% | -7.5% |
| Q1 2018 | $277,000 | +4.9% | 1,643 | +3.9% | 0.21% | +7.6% |
| Q4 2017 | $264,000 | – | 1,581 | – | 0.20% | – |
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% |