VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,427 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.88 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $28,902,614 | +10.4% | 50,085 | +0.3% | 0.32% | +8.1% |
Q1 2024 | $26,190,563 | +33.6% | 49,949 | +23.3% | 0.30% | +20.4% |
Q4 2023 | $19,602,875 | -4.6% | 40,502 | -18.1% | 0.24% | -14.9% |
Q3 2023 | $20,540,935 | +26.2% | 49,441 | +34.4% | 0.29% | +29.7% |
Q2 2023 | $16,278,909 | +22.3% | 36,781 | +6.5% | 0.22% | +12.7% |
Q1 2023 | $13,308,863 | +53.9% | 34,526 | +27.5% | 0.20% | +41.7% |
Q4 2022 | $8,648,534 | +2.5% | 27,076 | -1.2% | 0.14% | -4.8% |
Q3 2022 | $8,434,495 | +5.4% | 27,401 | +11.8% | 0.15% | -2.7% |
Q2 2022 | $8,003,000 | -40.5% | 24,510 | -24.1% | 0.15% | -33.0% |
Q1 2022 | $13,443,000 | – | 32,276 | – | 0.22% | – |
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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% |