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 | $404,876 | +14.6% | 674 | 0.0% | 0.27% | +7.0% |
| Q1 2024 | $353,408 | +24.8% | 674 | +12.1% | 0.26% | +6.2% |
| Q4 2023 | $283,245 | +10.2% | 601 | 0.0% | 0.24% | -2.8% |
| Q3 2023 | $256,964 | -1.8% | 601 | 0.0% | 0.25% | -5.0% |
| Q2 2023 | $261,723 | +12.8% | 601 | +7.5% | 0.26% | -12.1% |
| Q1 2022 | $232,000 | -17.7% | 559 | -12.5% | 0.30% | -20.6% |
| Q4 2021 | $282,000 | +11.0% | 639 | 0.0% | 0.37% | -3.9% |
| Q3 2021 | $254,000 | -0.4% | 639 | 0.0% | 0.39% | -3.7% |
| Q2 2021 | $255,000 | +11.4% | 639 | +2.1% | 0.40% | -1.2% |
| Q1 2021 | $229,000 | -0.9% | 626 | -4.3% | 0.41% | -9.5% |
| Q4 2020 | $231,000 | – | 654 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co LLC | 109,201 | $57,258,453 | 14.11% |
| TAIYO LIFE INSURANCE CO | 296,500 | $155,467 | 12.51% |
| Compass Financial Group, INC/SD | 94,020 | $49,298,581 | 11.44% |
| SWAN Capital LLC | 38,072 | $19,962,902 | 11.35% |
| TRUST CO OF OKLAHOMA | 59,877 | $31,395,906 | 11.14% |
| MONUMENTAL FINANCIAL GROUP INC. | 38,858 | $20,375,054 | 10.84% |
| AMI INVESTMENT MANAGEMENT INC | 53,094 | $27,839,318 | 10.11% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 186,385 | $97,729,000 | 9.97% |
| Winthrop Capital Management, LLC | 40,861 | $21,425 | 9.87% |
| IFS Advisors, LLC | 21,493 | $11,269,972 | 9.84% |