VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,956,330 | +9.8% | 4,715 | +17.1% | 0.83% | +14.1% |
| Q2 2023 | $1,781,020 | +18.0% | 4,028 | +2.8% | 0.73% | +10.5% |
| Q1 2023 | $1,509,886 | +24.5% | 3,917 | +3.2% | 0.66% | +17.5% |
| Q4 2022 | $1,212,800 | +10.4% | 3,797 | +6.2% | 0.56% | -1.1% |
| Q3 2022 | $1,098,848 | +44.9% | 3,575 | +54.0% | 0.57% | +49.6% |
| Q2 2022 | $758,249 | -18.2% | 2,322 | +4.3% | 0.38% | -5.2% |
| Q1 2022 | $927,501 | +9.6% | 2,227 | +20.6% | 0.40% | +17.6% |
| Q4 2021 | $846,240 | – | 1,847 | – | 0.34% | – |
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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% |