VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $232,262 | -6.8% | 560 | -0.9% | 0.05% | -5.5% |
Q2 2023 | $249,289 | -1.1% | 565 | -13.6% | 0.06% | -6.8% |
Q1 2023 | $252,112 | +14.2% | 654 | +3.8% | 0.06% | +13.5% |
Q4 2022 | $220,836 | +10.4% | 630 | +3.1% | 0.05% | +2.0% |
Q2 2022 | $200,000 | -3.8% | 611 | +15.3% | 0.05% | +13.3% |
Q1 2022 | $208,000 | -4.1% | 530 | -1.9% | 0.04% | -8.2% |
Q4 2021 | $217,000 | -4.4% | 540 | 0.0% | 0.05% | -2.0% |
Q3 2021 | $227,000 | -76.2% | 540 | -79.9% | 0.05% | -81.8% |
Q4 2020 | $953,000 | +16.4% | 2,693 | +5.6% | 0.28% | -10.4% |
Q3 2020 | $819,000 | +12.8% | 2,549 | 0.0% | 0.31% | +6.6% |
Q2 2020 | $726,000 | +38.0% | 2,549 | -0.2% | 0.29% | +5.5% |
Q1 2020 | $526,000 | -19.1% | 2,554 | 0.0% | 0.27% | +5.4% |
Q4 2019 | $650,000 | +16.5% | 2,554 | 0.0% | 0.26% | +4.9% |
Q3 2019 | $558,000 | +0.5% | 2,554 | 0.0% | 0.25% | -1.2% |
Q2 2019 | $555,000 | +7.4% | 2,554 | +2.6% | 0.25% | +6.4% |
Q1 2019 | $517,000 | – | 2,489 | – | 0.24% | – |
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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% |