VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,723,910 | -6.2% | 4,155 | 0.0% | 0.65% | -1.5% |
| Q2 2023 | $1,837,175 | +13.6% | 4,155 | -1.0% | 0.66% | +7.1% |
| Q1 2023 | $1,617,432 | +17.1% | 4,196 | -2.9% | 0.62% | +9.7% |
| Q4 2022 | $1,380,809 | +2.2% | 4,323 | -1.7% | 0.56% | -7.7% |
| Q3 2022 | $1,351,000 | -12.4% | 4,396 | -6.9% | 0.61% | -11.9% |
| Q2 2022 | $1,543,000 | -21.8% | 4,724 | -0.3% | 0.70% | -13.2% |
| Q1 2022 | $1,974,000 | -13.8% | 4,739 | -5.2% | 0.80% | -21.1% |
| Q4 2021 | $2,290,000 | – | 4,999 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 155,455 | $28,200,000 | 19.00% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 193,762 | $35,149,000 | 14.55% |
| Portfolio Strategies, Inc. | 82,392 | $14,946,000 | 9.93% |
| Beacon Capital Management, Inc. | 1,194,885 | $216,752,000 | 9.18% |
| WBH ADVISORY INC | 178,049 | $32,298,000 | 8.37% |
| Harel Insurance Investments & Financial Services Ltd. | 842,528 | $153,137,000 | 8.11% |
| Annex Advisory Services, LLC | 258,961 | $46,976,000 | 8.01% |
| TRUST CO OF OKLAHOMA | 82,194 | $14,909,992,000 | 7.40% |
| Richard Bernstein Advisors LLC | 1,203,228 | $218,295,000 | 7.00% |
| CHURCHILL MANAGEMENT Corp | 1,441,457 | $261,480,000 | 6.96% |