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 | $400,153 | +10.1% | 694 | +0.1% | 0.28% | +8.9% |
| Q1 2024 | $363,368 | +8.3% | 693 | 0.0% | 0.26% | +5.3% |
| Q4 2023 | $335,412 | +8.8% | 693 | -6.7% | 0.24% | +8.9% |
| Q3 2023 | $308,271 | -6.2% | 743 | 0.0% | 0.22% | -0.4% |
| Q2 2023 | $328,525 | +14.7% | 743 | 0.0% | 0.23% | +5.1% |
| Q1 2023 | $286,404 | +29.4% | 743 | +7.2% | 0.22% | +20.8% |
| Q4 2022 | $221,351 | +3.9% | 693 | 0.0% | 0.18% | -2.2% |
| Q3 2022 | $213,000 | -14.5% | 693 | 0.0% | 0.18% | -3.2% |
| Q2 2022 | $249,000 | -2.4% | 693 | 0.0% | 0.19% | +5.6% |
| Q1 2022 | $255,000 | -25.4% | 693 | -6.7% | 0.18% | -74.2% |
| Q4 2021 | $342,000 | +10.3% | 743 | +2.8% | 0.69% | +271.0% |
| Q3 2021 | $310,000 | +48.3% | 723 | +37.7% | 0.19% | +44.2% |
| Q2 2021 | $209,000 | +12.4% | 525 | 0.0% | 0.13% | +13.2% |
| Q4 2020 | $186,000 | – | 525 | – | 0.11% | – |
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% |