VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $794,119 | -6.6% | 1,914 | -0.5% | 0.30% | -5.6% |
| Q2 2023 | $850,274 | -4.4% | 1,923 | -16.6% | 0.32% | -18.7% |
| Q1 2023 | $889,280 | +38.4% | 2,307 | +14.7% | 0.40% | +29.5% |
| Q4 2022 | $642,334 | +18.5% | 2,011 | +14.1% | 0.30% | +25.5% |
| Q3 2022 | $542,000 | -54.3% | 1,763 | -51.5% | 0.24% | -50.0% |
| Q2 2022 | $1,187,000 | -29.8% | 3,634 | -10.5% | 0.49% | -14.1% |
| Q1 2022 | $1,691,000 | -8.6% | 4,061 | +0.5% | 0.57% | +4.0% |
| Q4 2021 | $1,851,000 | +14.8% | 4,041 | +0.5% | 0.54% | +3.2% |
| Q3 2021 | $1,613,000 | +0.1% | 4,019 | -0.5% | 0.53% | +2.3% |
| Q2 2021 | $1,611,000 | +5.0% | 4,041 | -5.6% | 0.52% | -3.4% |
| Q1 2021 | $1,534,000 | +11.2% | 4,279 | +9.8% | 0.53% | +6.2% |
| Q4 2020 | $1,379,000 | -1.4% | 3,897 | -13.3% | 0.50% | -9.7% |
| Q3 2020 | $1,399,000 | +9.5% | 4,493 | -2.0% | 0.56% | +2.6% |
| Q2 2020 | $1,278,000 | – | 4,584 | – | 0.54% | – |
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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% |