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 | $3,179,894 | +9.7% | 5,515 | -0.3% | 1.79% | +17.5% |
Q1 2024 | $2,899,076 | +4.8% | 5,529 | -3.3% | 1.52% | -7.9% |
Q4 2023 | $2,766,060 | +2.9% | 5,715 | -11.8% | 1.65% | -9.2% |
Q3 2023 | $2,687,307 | -8.9% | 6,477 | -2.9% | 1.82% | -11.5% |
Q2 2023 | $2,948,765 | +10.8% | 6,669 | -3.4% | 2.06% | -2.2% |
Q1 2023 | $2,661,670 | +10.1% | 6,905 | -8.8% | 2.11% | -2.0% |
Q4 2022 | $2,417,614 | +5.8% | 7,569 | +1.8% | 2.15% | +1.5% |
Q3 2022 | $2,285,000 | -2.7% | 7,435 | +3.4% | 2.12% | +0.4% |
Q2 2022 | $2,349,000 | +2.4% | 7,192 | +30.6% | 2.11% | +3.7% |
Q1 2022 | $2,294,000 | +0.3% | 5,509 | +10.4% | 2.03% | +2.0% |
Q4 2021 | $2,286,000 | +20.4% | 4,990 | +5.5% | 1.99% | +12.6% |
Q3 2021 | $1,899,000 | -6.4% | 4,732 | -7.0% | 1.77% | -9.4% |
Q2 2021 | $2,028,000 | +8.0% | 5,086 | -2.9% | 1.95% | -1.6% |
Q1 2021 | $1,877,000 | -8.3% | 5,236 | -9.5% | 1.99% | -1.1% |
Q4 2020 | $2,047,000 | – | 5,786 | – | 2.01% | – |
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% |