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 | $248,940 | -13.4% | 600 | -7.7% | 0.06% | -10.1% |
| Q2 2023 | $287,520 | +24.3% | 650 | +8.3% | 0.07% | +16.9% |
| Q1 2023 | $231,282 | -7.5% | 600 | 0.0% | 0.06% | -24.4% |
| Q1 2022 | $250,000 | -9.1% | 600 | 0.0% | 0.08% | -7.1% |
| Q4 2021 | $275,000 | +14.1% | 600 | 0.0% | 0.08% | +2.4% |
| Q3 2021 | $241,000 | +0.8% | 600 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $239,000 | +11.2% | 600 | 0.0% | 0.08% | -2.3% |
| Q1 2021 | $215,000 | +1.4% | 600 | 0.0% | 0.09% | -8.5% |
| Q4 2020 | $212,000 | – | 600 | – | 0.09% | – |
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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% |