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 | $290 | -0.7% | 503 | -9.7% | 0.04% | -2.4% |
Q1 2024 | $292 | +20.2% | 557 | +10.7% | 0.04% | +17.1% |
Q4 2023 | $243 | +20.9% | 503 | +11.0% | 0.04% | +16.7% |
Q2 2023 | $201 | -99.9% | 453 | -21.2% | 0.03% | -30.2% |
Q1 2022 | $240,000 | -8.7% | 575 | +0.2% | 0.04% | -14.0% |
Q4 2021 | $263,000 | -2.6% | 574 | -14.6% | 0.05% | -12.3% |
Q3 2021 | $270,000 | +0.7% | 672 | 0.0% | 0.06% | -1.7% |
Q2 2021 | $268,000 | +11.7% | 672 | +0.3% | 0.06% | +1.8% |
Q1 2021 | $240,000 | +1.3% | 670 | 0.0% | 0.06% | -1.7% |
Q4 2020 | $237,000 | – | 670 | – | 0.06% | – |
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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% |