VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,427 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.88 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $1,881,856 | +7.1% | 3,589 | -1.1% | 0.38% | -4.5% |
Q4 2023 | $1,756,436 | +2.4% | 3,629 | -12.2% | 0.40% | -3.2% |
Q3 2023 | $1,714,782 | -6.2% | 4,133 | 0.0% | 0.41% | +2.0% |
Q2 2023 | $1,827,447 | +18.6% | 4,133 | +3.4% | 0.40% | +22.9% |
Q1 2023 | $1,541,495 | +23.4% | 3,999 | +2.2% | 0.33% | +24.8% |
Q4 2022 | $1,249,532 | +4.1% | 3,912 | +0.2% | 0.26% | -14.1% |
Q3 2022 | $1,200,000 | -37.0% | 3,904 | -33.1% | 0.30% | -31.9% |
Q2 2022 | $1,906,000 | +725.1% | 5,837 | +951.7% | 0.45% | +833.3% |
Q1 2022 | $231,000 | – | 555 | – | 0.05% | – |
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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% |