VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,177 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,964,429 | +10.0% | 3,407 | 0.0% | 1.77% | +9.3% |
| Q1 2024 | $1,786,414 | +51.7% | 3,407 | +40.0% | 1.62% | -3.0% |
| Q4 2023 | $1,177,898 | -19.5% | 2,434 | -31.0% | 1.67% | +0.2% |
| Q3 2023 | $1,462,896 | -8.7% | 3,527 | -2.7% | 1.67% | -3.8% |
| Q2 2023 | $1,603,000 | +14.7% | 3,626 | 0.0% | 1.73% | +7.4% |
| Q1 2023 | $1,397,477 | +5.6% | 3,626 | -12.5% | 1.61% | +3.0% |
| Q4 2022 | $1,322,897 | +0.4% | 4,142 | -3.4% | 1.57% | -5.8% |
| Q3 2022 | $1,318,000 | -5.9% | 4,290 | 0.0% | 1.66% | +5.1% |
| Q2 2022 | $1,401,000 | -13.2% | 4,290 | +0.0% | 1.58% | -2.3% |
| Q1 2022 | $1,614,000 | -19.8% | 4,288 | -2.3% | 1.62% | -11.6% |
| Q4 2021 | $2,012,000 | – | 4,388 | – | 1.83% | – |
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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% |