VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $351,143 | +36.1% | 609 | +23.8% | 0.14% | +29.4% |
| Q1 2024 | $257,975 | -4.3% | 492 | -11.7% | 0.11% | -19.3% |
| Q4 2023 | $269,588 | +22.4% | 557 | +4.9% | 0.14% | +9.8% |
| Q3 2023 | $220,312 | +23.0% | 531 | +14.2% | 0.12% | +68.5% |
| Q1 2023 | $179,089 | +20.7% | 465 | 0.0% | 0.07% | +2.8% |
| Q4 2022 | $148,378 | -2.4% | 465 | +0.2% | 0.07% | -12.3% |
| Q3 2022 | $152,000 | -3.8% | 464 | 0.0% | 0.08% | -11.0% |
| Q2 2022 | $158,000 | -18.1% | 464 | 0.0% | 0.09% | -9.0% |
| Q1 2022 | $193,000 | -53.2% | 464 | -48.4% | 0.10% | -50.5% |
| Q4 2021 | $412,000 | +42.1% | 900 | +24.7% | 0.20% | +8.0% |
| Q3 2021 | $290,000 | +25.5% | 722 | +24.5% | 0.19% | +22.2% |
| Q2 2021 | $231,000 | +53.0% | 580 | +38.1% | 0.15% | +25.4% |
| Q1 2021 | $151,000 | -15.6% | 420 | -17.0% | 0.12% | -26.9% |
| Q4 2020 | $179,000 | – | 506 | – | 0.17% | – |
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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% |