VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,262 | -30.6% | 1,078 | -26.1% | 0.23% | -20.3% |
| Q2 2023 | $644,669 | -73.3% | 1,458 | -77.2% | 0.29% | -52.1% |
| Q1 2023 | $2,410,603 | +846.9% | 6,397 | +702.6% | 0.60% | +387.9% |
| Q4 2022 | $254,570 | -2.8% | 797 | -6.3% | 0.12% | -29.9% |
| Q3 2022 | $262,000 | -82.9% | 851 | -81.8% | 0.18% | +24.6% |
| Q2 2022 | $1,528,000 | +354.8% | 4,678 | +480.4% | 0.14% | +40.6% |
| Q1 2022 | $336,000 | -88.7% | 806 | -87.6% | 0.10% | -56.3% |
| Q4 2021 | $2,971,000 | +612.5% | 6,484 | +525.3% | 0.23% | +83.3% |
| Q3 2021 | $417,000 | -89.1% | 1,037 | -89.2% | 0.13% | -68.5% |
| Q2 2021 | $3,832,000 | – | 9,610 | – | 0.40% | – |
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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% |