VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,058 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $572,586 | +12.8% | 1,022 | -0.3% | 0.21% | +5.0% |
| Q1 2024 | $507,659 | -2.8% | 1,025 | 0.0% | 0.20% | -2.9% |
| Q4 2023 | $522,048 | +22.4% | 1,025 | +0.3% | 0.21% | +4.5% |
| Q3 2023 | $426,419 | -5.6% | 1,022 | 0.0% | 0.20% | +0.5% |
| Q2 2023 | $451,888 | +12.3% | 1,022 | -2.4% | 0.20% | +8.8% |
| Q1 2023 | $402,425 | +6.5% | 1,047 | 0.0% | 0.18% | +5.2% |
| Q4 2022 | $377,925 | +15.9% | 1,047 | -1.5% | 0.17% | +3.0% |
| Q3 2022 | $326,000 | -14.2% | 1,063 | -1.1% | 0.17% | -7.7% |
| Q2 2022 | $380,000 | -5.2% | 1,075 | 0.0% | 0.18% | 0.0% |
| Q1 2022 | $401,000 | -13.9% | 1,075 | 0.0% | 0.18% | -7.2% |
| Q4 2021 | $466,000 | -1.5% | 1,075 | 0.0% | 0.20% | -3.9% |
| Q3 2021 | $473,000 | – | 1,075 | – | 0.20% | – |
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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% |