VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $190,000 | +287.8% | 2,372 | +1535.9% | 0.16% | +321.1% |
Q2 2022 | $49,000 | +44.1% | 145 | +52.6% | 0.04% | +52.0% |
Q1 2022 | $34,000 | -5.6% | 95 | +18.8% | 0.02% | +8.7% |
Q4 2021 | $36,000 | +12.5% | 80 | 0.0% | 0.02% | +9.5% |
Q3 2021 | $32,000 | +3.2% | 80 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $31,000 | -99.9% | 80 | +14.3% | 0.02% | +10.5% |
Q1 2021 | $27,096,000 | +77317.1% | 70 | -30.0% | 0.02% | -29.6% |
Q4 2020 | $35,000 | +9.4% | 100 | 0.0% | 0.03% | 0.0% |
Q3 2020 | $32,000 | -55.6% | 100 | -60.0% | 0.03% | -58.5% |
Q2 2020 | $72,000 | +44.0% | 250 | 0.0% | 0.06% | +14.0% |
Q1 2020 | $50,000 | -32.4% | 250 | -16.7% | 0.06% | -10.9% |
Q4 2019 | $74,000 | – | 300 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NORTHSTAR ASSET MANAGEMENT LLC | 175,909 | $35,292,000 | 14.37% |
Portfolio Strategies, Inc. | 81,819 | $16,415,000 | 12.97% |
Harel Insurance Investments & Financial Services Ltd. | 846,450 | $169,823,000 | 9.89% |
SEARCY FINANCIAL SERVICES INC /ADV | 57,783 | $11,593,000 | 9.50% |
Annex Advisory Services, LLC | 275,560 | $55,286,000 | 8.28% |
Beacon Capital Management, Inc. | 853,223 | $171,182,000 | 7.79% |
BRANDYWINE OAK PRIVATE WEALTH LLC | 174,209 | $34,951,000 | 7.29% |
MFA WEALTH ADVISORS, LLC | 55,131 | $11,052,000 | 7.26% |
WBH ADVISORY INC | 150,439 | $30,182,000 | 7.18% |
TRUST CO OF OKLAHOMA | 77,741 | $15,597,177,000 | 7.09% |