VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $538,047 | +9.0% | 933 | -0.9% | 0.20% | +7.1% |
| Q1 2024 | $493,484 | +14.4% | 941 | +5.6% | 0.18% | +12.3% |
| Q4 2023 | $431,318 | +14.0% | 891 | -2.3% | 0.16% | -13.4% |
| Q3 2023 | $378,452 | -6.2% | 912 | 0.0% | 0.19% | +5.1% |
| Q2 2023 | $403,318 | +18.2% | 912 | +3.1% | 0.18% | +1.7% |
| Q1 2023 | $341,200 | +5.9% | 885 | -12.3% | 0.18% | -4.9% |
| Q4 2022 | $322,334 | +10.0% | 1,009 | +6.0% | 0.18% | +2.8% |
| Q3 2022 | $293,000 | -5.8% | 952 | 0.0% | 0.18% | -4.3% |
| Q2 2022 | $311,000 | -21.7% | 952 | 0.0% | 0.19% | +1.1% |
| Q1 2022 | $397,000 | -12.7% | 952 | -4.0% | 0.18% | -2.1% |
| Q4 2021 | $455,000 | – | 992 | – | 0.19% | – |
Download | ||||||
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% |