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 | $365,341 | +10.0% | 634 | 0.0% | 0.18% | +4.6% |
Q1 2024 | $332,235 | +8.6% | 634 | +0.3% | 0.17% | -4.4% |
Q4 2023 | $306,066 | +17.0% | 632 | +0.3% | 0.18% | +4.0% |
Q3 2023 | $261,550 | +13.4% | 630 | +20.7% | 0.17% | +10.8% |
Q2 2023 | $230,622 | +14.7% | 522 | 0.0% | 0.16% | +6.1% |
Q1 2023 | $201,053 | +204.6% | 522 | +45.8% | 0.15% | +164.3% |
Q2 2018 | $66,000 | +6.5% | 358 | 0.0% | 0.06% | +3.7% |
Q1 2018 | $62,000 | – | 358 | – | 0.05% | – |
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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% |