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 | $8,683,857 | -7.6% | 20,930 | -1.5% | 8.63% | +0.7% |
| Q2 2023 | $9,395,458 | +15.5% | 21,249 | +0.7% | 8.57% | +5.3% |
| Q1 2023 | $8,131,490 | +20.5% | 21,095 | -0.1% | 8.14% | -20.8% |
| Q4 2022 | $6,746,897 | -27.4% | 21,123 | -30.2% | 10.28% | +3.1% |
| Q3 2022 | $9,299,000 | -4.6% | 30,255 | +1.4% | 9.97% | -5.2% |
| Q2 2022 | $9,743,000 | -21.5% | 29,835 | +0.2% | 10.52% | -8.4% |
| Q1 2022 | $12,405,000 | -19.5% | 29,785 | -11.4% | 11.49% | -15.2% |
| Q4 2021 | $15,409,000 | – | 33,631 | – | 13.55% | – |
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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% |