VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,616,405 | -4.2% | 3,896 | +2.1% | 0.37% | -2.1% |
Q2 2023 | $1,687,454 | +15.4% | 3,816 | +0.6% | 0.38% | +9.9% |
Q1 2023 | $1,462,622 | +24.0% | 3,794 | +1.8% | 0.34% | -16.9% |
Q4 2022 | $1,179,480 | +5.8% | 3,728 | +2.8% | 0.41% | -5.7% |
Q3 2022 | $1,115,000 | -17.9% | 3,628 | +1.4% | 0.44% | -5.0% |
Q2 2022 | $1,358,000 | -9.9% | 3,579 | -1.1% | 0.46% | +2.0% |
Q1 2022 | $1,507,000 | -9.1% | 3,618 | +0.0% | 0.45% | -7.6% |
Q4 2021 | $1,657,000 | +9.3% | 3,617 | +6.5% | 0.49% | +7.9% |
Q3 2021 | $1,516,000 | +12.5% | 3,395 | +3.6% | 0.45% | +7.1% |
Q2 2021 | $1,348,000 | +8.1% | 3,277 | -1.0% | 0.42% | +7.1% |
Q1 2021 | $1,247,000 | -0.3% | 3,309 | -6.4% | 0.40% | -16.5% |
Q4 2020 | $1,251,000 | – | 3,536 | – | 0.47% | – |
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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% |