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 | $419,244 | -16.4% | 727 | -24.0% | 0.25% | -11.3% |
| Q1 2024 | $501,206 | -37.3% | 956 | -42.1% | 0.28% | -41.6% |
| Q4 2023 | $799,486 | -0.2% | 1,652 | -14.4% | 0.48% | -10.5% |
| Q3 2023 | $801,276 | -15.1% | 1,931 | -9.5% | 0.54% | -21.8% |
| Q2 2023 | $943,558 | +15.6% | 2,134 | +0.8% | 0.69% | +9.5% |
| Q1 2023 | $816,416 | +20.2% | 2,118 | -0.4% | 0.63% | +9.5% |
| Q4 2022 | $678,941 | +4.0% | 2,126 | +0.0% | 0.58% | -6.8% |
| Q3 2022 | $653,000 | -5.9% | 2,125 | 0.0% | 0.62% | -2.4% |
| Q2 2022 | $694,000 | -22.8% | 2,125 | -1.6% | 0.64% | +32.6% |
| Q1 2022 | $899,000 | -12.4% | 2,159 | -3.5% | 0.48% | -7.2% |
| Q4 2021 | $1,026,000 | – | 2,238 | – | 0.52% | – |
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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% |