VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $4,401,310 | +31.2% | 8,394 | +21.1% | 1.92% | +22.7% |
| Q4 2023 | $3,354,120 | +76.0% | 6,930 | +50.9% | 1.56% | +53.3% |
| Q3 2023 | $1,905,221 | -0.9% | 4,592 | +5.7% | 1.02% | +1.7% |
| Q2 2023 | $1,921,627 | +28.0% | 4,346 | +11.6% | 1.00% | +20.7% |
| Q1 2023 | $1,501,406 | +36.9% | 3,895 | +13.4% | 0.83% | +26.7% |
| Q4 2022 | $1,096,854 | -27.3% | 3,434 | -30.1% | 0.66% | -35.0% |
| Q3 2022 | $1,509,000 | +6.8% | 4,910 | +13.5% | 1.01% | +2.5% |
| Q2 2022 | $1,413,000 | – | 4,326 | – | 0.98% | – |
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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% |