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 | $10,524,624 | -8.6% | 25,367 | -2.6% | 7.07% | +13.6% |
| Q2 2023 | $11,517,615 | +46.9% | 26,049 | +28.0% | 6.22% | +52.4% |
| Q1 2023 | $7,842,204 | +33.2% | 20,345 | +10.3% | 4.08% | +22.0% |
| Q4 2022 | $5,888,922 | +29.2% | 18,437 | +24.4% | 3.35% | +27.6% |
| Q3 2022 | $4,557,000 | +14.3% | 14,825 | +21.4% | 2.62% | +17.2% |
| Q2 2022 | $3,987,000 | -8.6% | 12,211 | +16.6% | 2.24% | -3.9% |
| Q1 2022 | $4,363,000 | -7.4% | 10,476 | +1.9% | 2.33% | -20.4% |
| Q4 2021 | $4,711,000 | +3.7% | 10,282 | -9.2% | 2.93% | +1.1% |
| Q3 2021 | $4,542,000 | -25.1% | 11,319 | -25.5% | 2.90% | -26.6% |
| Q2 2021 | $6,062,000 | +4.2% | 15,202 | -7.6% | 3.95% | -17.7% |
| Q4 2020 | $5,819,000 | – | 16,448 | – | 4.80% | – |
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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% |