VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,427 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.88 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $22,487 | -4.7% | 39 | -13.3% | 0.00% | -50.0% |
Q1 2024 | $23,595 | +31.1% | 45 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $18,000 | -81.1% | 45 | -83.2% | 0.00% | -77.8% |
Q4 2020 | $95,000 | +14.5% | 268 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $83,000 | +10.7% | 268 | 0.0% | 0.01% | +12.5% |
Q2 2020 | $75,000 | +31.6% | 268 | 0.0% | 0.01% | +14.3% |
Q1 2020 | $57,000 | -16.2% | 268 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $68,000 | – | 268 | – | 0.01% | – |
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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% |