VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,252 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $455,506 | +10.0% | 790 | 0.0% | 0.34% | +7.2% |
Q1 2024 | $414,229 | +8.3% | 790 | 0.0% | 0.32% | -3.3% |
Q4 2023 | $382,360 | +16.7% | 790 | 0.0% | 0.33% | +6.8% |
Q3 2023 | $327,771 | -6.2% | 790 | 0.0% | 0.31% | -1.9% |
Q2 2023 | $349,306 | +14.7% | 790 | 0.0% | 0.31% | +11.3% |
Q1 2023 | $304,521 | +20.7% | 790 | 0.0% | 0.28% | +13.7% |
Q4 2022 | $252,334 | +3.8% | 790 | 0.0% | 0.25% | -0.4% |
Q3 2022 | $243,000 | -5.8% | 790 | 0.0% | 0.25% | -0.8% |
Q2 2022 | $258,000 | -21.6% | 790 | 0.0% | 0.25% | -13.7% |
Q1 2022 | $329,000 | -9.1% | 790 | 0.0% | 0.29% | -3.3% |
Q4 2021 | $362,000 | +14.2% | 790 | 0.0% | 0.30% | +6.4% |
Q3 2021 | $317,000 | +0.6% | 790 | 0.0% | 0.28% | -1.0% |
Q2 2021 | $315,000 | +11.3% | 790 | 0.0% | 0.29% | +13.9% |
Q1 2021 | $283,000 | +1.4% | 790 | 0.0% | 0.25% | -1.2% |
Q4 2020 | $279,000 | +13.4% | 790 | 0.0% | 0.25% | +1.2% |
Q3 2020 | $246,000 | +11.8% | 790 | 0.0% | 0.25% | +6.8% |
Q2 2020 | $220,000 | – | 790 | – | 0.24% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Advisors Preferred, LLC | 126,616 | $48,742,096 | 16.68% |
Parker Investment Management, LLC | 187,511 | $72,279,865 | 14.41% |
SWAN Capital LLC | 34,467 | $13,286,008 | 12.82% |
Privium Fund Management (UK) Ltd | 41,708 | $15,820,261 | 12.46% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 109,253 | $42,113,754 | 12.38% |
TRUST CO OF OKLAHOMA | 64,554 | $24,883,630 | 9.73% |
Curtis Advisory Group, LLC | 67,080 | $25,857,328 | 9.44% |
Compass Financial Group, INC/SD | 74,794 | $28,830,897 | 9.42% |
TAIYO LIFE INSURANCE CO | 296,500 | $114,292 | 9.35% |
Financial Services Advisory Inc | 36,279 | $13,984,466 | 9.16% |