VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,119,957 | -4.3% | 9,930 | +2.0% | 0.43% | -6.1% |
Q2 2023 | $4,303,985 | +14.7% | 9,734 | 0.0% | 0.46% | +2.5% |
Q1 2023 | $3,752,165 | +20.7% | 9,734 | 0.0% | 0.45% | +13.5% |
Q4 2022 | $3,109,137 | +524.3% | 9,734 | +500.9% | 0.39% | +425.3% |
Q3 2022 | $498,000 | +4.2% | 1,620 | +10.7% | 0.08% | +1.4% |
Q2 2022 | $478,000 | +43.1% | 1,463 | +82.2% | 0.07% | +54.2% |
Q1 2022 | $334,000 | +14.4% | 803 | +25.9% | 0.05% | +17.1% |
Q4 2021 | $292,000 | +14.1% | 638 | 0.0% | 0.04% | +2.5% |
Q3 2021 | $256,000 | +509.5% | 638 | +219.0% | 0.04% | +263.6% |
Q1 2020 | $42,000 | -14.3% | 200 | 0.0% | 0.01% | +10.0% |
Q4 2019 | $49,000 | +14.0% | 200 | 0.0% | 0.01% | +11.1% |
Q3 2019 | $43,000 | +2.4% | 200 | 0.0% | 0.01% | +12.5% |
Q2 2019 | $42,000 | +5.0% | 200 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $40,000 | +21.2% | 200 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $33,000 | – | 200 | – | 0.01% | – |
Download |
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% |