VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,449,508 | +3.9% | 4,248 | -5.5% | 0.98% | +2.8% |
Q1 2024 | $2,357,572 | +6.2% | 4,496 | -2.0% | 0.96% | -1.4% |
Q4 2023 | $2,219,691 | +11.4% | 4,586 | -4.5% | 0.97% | +1.0% |
Q3 2023 | $1,992,786 | -11.5% | 4,803 | -5.7% | 0.96% | -8.6% |
Q2 2023 | $2,251,057 | +9.8% | 5,091 | -4.3% | 1.05% | +2.7% |
Q1 2023 | $2,049,947 | +22.4% | 5,318 | +1.4% | 1.02% | +16.3% |
Q4 2022 | $1,674,678 | +9.3% | 5,243 | +5.2% | 0.88% | -0.5% |
Q3 2022 | $1,532,000 | -6.4% | 4,984 | -0.6% | 0.88% | -2.8% |
Q2 2022 | $1,637,000 | -21.4% | 5,014 | +0.3% | 0.91% | -9.4% |
Q1 2022 | $2,083,000 | -3.3% | 5,001 | +6.4% | 1.00% | -1.6% |
Q4 2021 | $2,153,000 | +26.1% | 4,700 | -2.7% | 1.02% | -1.2% |
Q4 2020 | $1,708,000 | +19.3% | 4,828 | +5.0% | 1.03% | +6.3% |
Q3 2020 | $1,432,000 | +12.7% | 4,598 | +0.8% | 0.97% | +4.6% |
Q2 2020 | $1,271,000 | +40.3% | 4,560 | +6.7% | 0.92% | +18.0% |
Q1 2020 | $906,000 | – | 4,275 | – | 0.78% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CMC Financial Group | 142,311 | $30,012,000 | 38.50% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 168,219 | $35,476,000 | 13.99% |
Harel Insurance Investments & Financial Services Ltd. | 1,027,750 | $216,742,000 | 11.57% |
Portfolio Strategies, Inc. | 81,448 | $17,176,000 | 11.34% |
SEARCY FINANCIAL SERVICES INC /ADV | 57,576 | $12,142,000 | 9.53% |
MFA WEALTH ADVISORS, LLC | 53,429 | $11,268,000 | 8.47% |
Annex Advisory Services, LLC | 282,472 | $59,571,000 | 8.39% |
Beacon Capital Management, Inc. | 841,356 | $177,434,000 | 8.13% |
Migdal Insurance & Financial Holdings Ltd. | 1,365,481 | $287,966,000 | 7.36% |
WBH ADVISORY INC | 148,643 | $31,347,000 | 7.27% |