VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 750 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $730,351 | +2.8% | 1,265 | -6.6% | 0.13% | -4.3% |
| Q1 2024 | $710,481 | -5.6% | 1,355 | -12.9% | 0.14% | -9.7% |
| Q4 2023 | $752,620 | +9.7% | 1,555 | -5.8% | 0.16% | -0.6% |
| Q3 2023 | $686,039 | -9.4% | 1,650 | -3.5% | 0.16% | -2.5% |
| Q2 2023 | $757,249 | +14.9% | 1,710 | 0.0% | 0.16% | +15.1% |
| Q1 2023 | $659,154 | +20.7% | 1,710 | 0.0% | 0.14% | +24.1% |
| Q4 2022 | $546,191 | -11.3% | 1,710 | -14.5% | 0.11% | -20.6% |
| Q3 2022 | $616,000 | -5.7% | 2,000 | 0.0% | 0.14% | -13.5% |
| Q2 2022 | $653,000 | -21.6% | 2,000 | 0.0% | 0.16% | -8.4% |
| Q1 2022 | $833,000 | -9.1% | 2,000 | 0.0% | 0.18% | +2.3% |
| Q4 2021 | $916,000 | +13.9% | 2,000 | 0.0% | 0.17% | -10.3% |
| Q3 2021 | $804,000 | -4.2% | 2,000 | -5.0% | 0.19% | -18.5% |
| Q2 2021 | $839,000 | +11.1% | 2,105 | 0.0% | 0.24% | +1.3% |
| Q1 2021 | $755,000 | +1.3% | 2,105 | 0.0% | 0.24% | +4.9% |
| Q4 2020 | $745,000 | +13.6% | 2,105 | 0.0% | 0.22% | -38.8% |
| Q3 2020 | $656,000 | +11.8% | 2,105 | 0.0% | 0.37% | +3.4% |
| Q2 2020 | $587,000 | +31.6% | 2,105 | 0.0% | 0.35% | +20.8% |
| Q1 2020 | $446,000 | -13.4% | 2,105 | 0.0% | 0.29% | +41.5% |
| Q4 2019 | $515,000 | – | 2,105 | – | 0.21% | – |
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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% |