VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,761 | +30.9% | 2,419 | +39.5% | 0.86% | +23.6% |
| Q2 2023 | $766,761 | +75.9% | 1,734 | +53.3% | 0.70% | +66.1% |
| Q1 2023 | $436,015 | +3.3% | 1,131 | -14.4% | 0.42% | +2.4% |
| Q4 2022 | $421,948 | -4.1% | 1,321 | -0.9% | 0.41% | -23.7% |
| Q3 2022 | $440,000 | -23.6% | 1,333 | -24.4% | 0.54% | -28.1% |
| Q2 2022 | $576,000 | -29.3% | 1,763 | -9.9% | 0.74% | +15.9% |
| Q1 2022 | $815,000 | -9.3% | 1,957 | -0.3% | 0.64% | -6.5% |
| Q4 2021 | $899,000 | – | 1,962 | – | 0.69% | – |
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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% |