VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,657 | -6.2% | 1,279 | 0.0% | 0.32% | -5.7% |
| Q2 2023 | $565,523 | +12.4% | 1,279 | -2.0% | 0.34% | +4.0% |
| Q1 2023 | $503,038 | +20.7% | 1,305 | 0.0% | 0.32% | +12.6% |
| Q4 2022 | $416,830 | +3.9% | 1,305 | 0.0% | 0.29% | -6.2% |
| Q3 2022 | $401,000 | -5.9% | 1,305 | 0.0% | 0.30% | -1.3% |
| Q2 2022 | $426,000 | -21.7% | 1,305 | 0.0% | 0.31% | -9.4% |
| Q1 2022 | $544,000 | -9.0% | 1,305 | 0.0% | 0.34% | -10.5% |
| Q4 2021 | $598,000 | +6.8% | 1,305 | -6.5% | 0.38% | -3.5% |
| Q3 2021 | $560,000 | +0.7% | 1,395 | 0.0% | 0.40% | -1.5% |
| Q2 2021 | $556,000 | – | 1,395 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TTP Investments, Inc. | 55,571 | $13,607,000 | 15.75% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 148,794 | $36,432,000 | 13.72% |
| MFA WEALTH ADVISORS, LLC | 55,410 | $13,560,000 | 9.84% |
| SEARCY FINANCIAL SERVICES INC /ADV | 53,967 | $13,214,000 | 9.49% |
| Tatro Capital, LLC | 40,693 | $9,964,000 | 8.95% |
| Portfolio Strategies, Inc. | 78,858 | $19,309,000 | 8.87% |
| Beacon Capital Management, Inc. | 797,543 | $195,278,000 | 8.66% |
| Annex Advisory Services, LLC | 290,867 | $71,218,000 | 8.63% |
| Harel Insurance Investments & Financial Services Ltd. | 806,340 | $197,432,000 | 8.58% |
| Migdal Insurance & Financial Holdings Ltd. | 1,705,516 | $417,596,000 | 8.05% |