VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,058 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $771,477 | +15.0% | 1,338 | +4.6% | 0.08% | +13.2% |
Q1 2024 | $670,631 | +8.3% | 1,279 | 0.0% | 0.07% | +3.0% |
Q4 2023 | $619,036 | +16.7% | 1,279 | 0.0% | 0.07% | +3.1% |
Q3 2023 | $530,657 | -5.4% | 1,279 | +0.8% | 0.06% | -3.0% |
Q2 2023 | $561,101 | +18.4% | 1,269 | +3.3% | 0.07% | +11.9% |
Q1 2023 | $473,743 | +20.0% | 1,229 | -0.6% | 0.06% | +13.5% |
Q4 2022 | $394,791 | +83.6% | 1,236 | +76.3% | 0.05% | +57.6% |
Q3 2022 | $215,000 | – | 701 | – | 0.03% | – |
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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% |