VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,004 | -6.2% | 564 | 0.0% | 0.10% | -2.9% |
| Q2 2023 | $249,378 | +22.1% | 564 | +6.4% | 0.10% | +18.6% |
| Q1 2023 | $204,299 | -16.6% | 530 | -0.9% | 0.09% | -21.8% |
| Q1 2022 | $245,000 | 0.0% | 535 | 0.0% | 0.11% | 0.0% |
| Q4 2021 | $245,000 | +14.0% | 535 | 0.0% | 0.11% | -9.1% |
| Q3 2021 | $215,000 | -35.0% | 535 | -35.6% | 0.12% | -37.3% |
| Q2 2021 | $331,000 | +2.8% | 831 | -2.1% | 0.19% | -7.7% |
| Q1 2021 | $322,000 | +7.0% | 849 | 0.0% | 0.21% | -19.3% |
| Q4 2020 | $301,000 | – | 849 | – | 0.26% | – |
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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% |