VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,181 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $667,691 | +10.2% | 1,158 | +0.2% | 0.06% | +10.7% |
| Q1 2024 | $606,137 | +8.1% | 1,156 | -0.3% | 0.06% | +7.7% |
| Q4 2023 | $560,956 | +13.9% | 1,159 | -2.4% | 0.05% | +4.0% |
| Q3 2023 | $492,486 | -6.2% | 1,187 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $524,844 | +7.3% | 1,187 | -6.5% | 0.05% | +6.2% |
| Q1 2023 | $489,161 | +20.7% | 1,269 | 0.0% | 0.05% | +17.1% |
| Q4 2022 | $405,331 | +3.9% | 1,269 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $390,000 | -6.2% | 1,269 | -0.4% | 0.04% | -2.4% |
| Q2 2022 | $416,000 | -21.7% | 1,274 | 0.0% | 0.04% | -12.5% |
| Q1 2022 | $531,000 | -14.2% | 1,274 | -5.7% | 0.05% | -9.4% |
| Q4 2021 | $619,000 | +10.1% | 1,351 | -3.6% | 0.05% | -1.9% |
| Q3 2021 | $562,000 | -1.2% | 1,401 | -1.8% | 0.05% | 0.0% |
| Q2 2021 | $569,000 | +0.4% | 1,426 | -9.8% | 0.05% | -5.3% |
| Q1 2021 | $567,000 | +2.3% | 1,581 | +1.0% | 0.06% | -1.7% |
| Q4 2020 | $554,000 | – | 1,566 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advisors Preferred, LLC | 126,616 | $48,742,096 | 16.68% |
| Parker Investment Management, LLC | 187,511 | $72,279,865 | 14.41% |
| SWAN Capital LLC | 34,467 | $13,286,008 | 12.82% |
| Privium Fund Management (UK) Ltd | 41,708 | $15,820,261 | 12.46% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 109,253 | $42,113,754 | 12.38% |
| TRUST CO OF OKLAHOMA | 64,554 | $24,883,630 | 9.73% |
| Curtis Advisory Group, LLC | 67,080 | $25,857,328 | 9.44% |
| Compass Financial Group, INC/SD | 74,794 | $28,830,897 | 9.42% |
| TAIYO LIFE INSURANCE CO | 296,500 | $114,292 | 9.35% |
| Financial Services Advisory Inc | 36,279 | $13,984,466 | 9.16% |