VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,228 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $983,663 | +10.4% | 1,706 | +0.4% | 0.64% | +0.5% |
| Q1 2024 | $891,378 | +8.3% | 1,700 | 0.0% | 0.64% | -17.7% |
| Q4 2023 | $822,800 | +16.7% | 1,700 | 0.0% | 0.78% | +6.6% |
| 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 ↓ |
|---|---|---|---|
| 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% |