VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $585,199 | -13.0% | 1,410 | -7.3% | 0.49% | -5.3% |
Q2 2023 | $672,571 | +27.3% | 1,521 | +10.9% | 0.51% | +31.5% |
Q1 2023 | $528,519 | +20.8% | 1,371 | +0.1% | 0.39% | +15.7% |
Q4 2022 | $437,441 | +2.7% | 1,370 | -1.2% | 0.34% | -2.9% |
Q3 2022 | $426,000 | -6.0% | 1,387 | 0.0% | 0.35% | -3.1% |
Q2 2022 | $453,000 | -26.8% | 1,387 | -6.7% | 0.36% | -15.1% |
Q1 2022 | $619,000 | +3.7% | 1,487 | +14.1% | 0.42% | +14.6% |
Q4 2021 | $597,000 | – | 1,303 | – | 0.37% | – |
Download |
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% |