VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $683,242 | +13.5% | 1,545 | -2.5% | 0.63% | +13.5% |
Q1 2023 | $601,820 | +5.7% | 1,584 | -11.1% | 0.56% | +8.4% |
Q4 2022 | $569,302 | -14.3% | 1,782 | -17.6% | 0.51% | -14.9% |
Q3 2022 | $664,000 | -7.5% | 2,162 | -1.7% | 0.60% | +1.3% |
Q2 2022 | $718,000 | -15.3% | 2,199 | +8.0% | 0.60% | -1.5% |
Q1 2022 | $848,000 | +46.7% | 2,037 | +55.4% | 0.60% | +51.6% |
Q4 2021 | $578,000 | +39.6% | 1,311 | +28.8% | 0.40% | +36.2% |
Q3 2021 | $414,000 | +11.3% | 1,018 | +11.6% | 0.29% | +6.9% |
Q2 2021 | $372,000 | +25.7% | 912 | +17.7% | 0.27% | +24.5% |
Q1 2021 | $296,000 | +8.0% | 775 | 0.0% | 0.22% | -3.9% |
Q4 2020 | $274,000 | +13.7% | 775 | 0.0% | 0.23% | -8.4% |
Q3 2020 | $241,000 | -52.7% | 775 | -57.7% | 0.25% | -54.1% |
Q2 2020 | $510,000 | +188.1% | 1,832 | +119.4% | 0.54% | +164.6% |
Q1 2020 | $177,000 | -6.8% | 835 | +7.1% | 0.21% | +13.8% |
Q4 2019 | $190,000 | – | 780 | – | 0.18% | – |
Download |
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% |