VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,478 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,432,565 | +16.8% | 7,379 | 0.0% | 1.82% | +9.8% |
Q1 2024 | $3,793,396 | +11.2% | 7,379 | 0.0% | 1.66% | +0.5% |
Q4 2023 | $3,410,426 | +9.7% | 7,379 | -1.3% | 1.65% | -0.2% |
Q3 2023 | $3,108,138 | -7.3% | 7,474 | 0.0% | 1.66% | +3.4% |
Q2 2023 | $3,353,360 | +17.3% | 7,474 | 0.0% | 1.60% | +5.7% |
Q1 2023 | $2,858,954 | +4.2% | 7,474 | 0.0% | 1.51% | +9.3% |
Q4 2022 | $2,744,602 | – | 7,474 | – | 1.38% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NORTHSTAR ASSET MANAGEMENT Co LLC | 109,201 | $57,258,453 | 14.11% |
TAIYO LIFE INSURANCE CO | 296,500 | $155,467 | 12.51% |
Compass Financial Group, INC/SD | 94,020 | $49,298,581 | 11.44% |
SWAN Capital LLC | 38,072 | $19,962,902 | 11.35% |
TRUST CO OF OKLAHOMA | 59,877 | $31,395,906 | 11.14% |
MONUMENTAL FINANCIAL GROUP INC. | 38,858 | $20,375,054 | 10.84% |
AMI INVESTMENT MANAGEMENT INC | 53,094 | $27,839,318 | 10.11% |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 186,385 | $97,729,000 | 9.97% |
Winthrop Capital Management, LLC | 40,861 | $21,425 | 9.87% |
IFS Advisors, LLC | 21,493 | $11,269,972 | 9.84% |