VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $705,331 | -6.2% | 1,700 | 0.0% | 0.73% | -5.9% |
| Q2 2023 | $751,672 | +14.7% | 1,700 | 0.0% | 0.78% | +6.9% |
| Q1 2023 | $655,299 | +20.7% | 1,700 | 0.0% | 0.73% | +24.3% |
| Q4 2022 | $542,997 | +3.8% | 1,700 | 0.0% | 0.58% | -12.7% |
| Q3 2022 | $523,000 | -6.3% | 1,700 | -0.6% | 0.67% | -0.6% |
| Q2 2022 | $558,000 | -21.6% | 1,710 | 0.0% | 0.67% | -5.3% |
| Q1 2022 | $712,000 | -9.1% | 1,710 | 0.0% | 0.71% | +11.8% |
| Q4 2021 | $783,000 | – | 1,710 | – | 0.64% | – |
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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% |