VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 867 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $724,327 | +10.0% | 1,256 | 0.0% | 0.17% | +8.8% |
| Q1 2024 | $658,690 | +29.6% | 1,256 | +19.6% | 0.16% | +22.1% |
| Q4 2023 | $508,351 | +22.5% | 1,050 | +5.0% | 0.13% | +7.4% |
| Q3 2023 | $414,900 | +1.4% | 1,000 | +8.1% | 0.12% | +2.5% |
| Q2 2023 | $408,998 | +14.7% | 925 | 0.0% | 0.12% | +0.8% |
| Q1 2023 | $356,560 | +20.7% | 925 | 0.0% | 0.12% | -0.8% |
| Q4 2022 | $295,454 | +4.0% | 925 | 0.0% | 0.12% | +4.4% |
| Q3 2022 | $284,000 | -6.0% | 925 | 0.0% | 0.11% | -3.4% |
| Q2 2022 | $302,000 | -21.6% | 925 | 0.0% | 0.12% | -6.3% |
| Q1 2022 | $385,000 | -8.1% | 925 | +1.1% | 0.13% | +2.4% |
| Q4 2021 | $419,000 | +14.2% | 915 | 0.0% | 0.12% | 0.0% |
| Q3 2021 | $367,000 | -0.3% | 915 | 0.0% | 0.12% | +5.1% |
| Q2 2021 | $368,000 | +12.2% | 915 | 0.0% | 0.12% | +0.9% |
| Q1 2021 | $328,000 | +1.2% | 915 | 0.0% | 0.12% | -5.7% |
| Q4 2020 | $324,000 | +13.7% | 915 | 0.0% | 0.12% | +0.8% |
| Q3 2020 | $285,000 | +25.6% | 915 | +12.3% | 0.12% | +10.9% |
| Q2 2020 | $227,000 | +0.9% | 815 | -23.1% | 0.11% | -32.1% |
| Q1 2020 | $225,000 | – | 1,060 | – | 0.16% | – |
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% |