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 | $9,211,039 | +7.7% | 15,975 | -2.1% | 1.64% | +8.9% |
Q1 2024 | $8,556,192 | +10.1% | 16,318 | +1.6% | 1.51% | +4.8% |
Q4 2023 | $7,773,850 | +15.4% | 16,062 | -1.1% | 1.44% | +4.7% |
Q3 2023 | $6,739,271 | +2.9% | 16,243 | +9.7% | 1.37% | +4.7% |
Q2 2023 | $6,548,883 | +11.8% | 14,811 | -2.6% | 1.31% | +7.7% |
Q1 2023 | $5,859,574 | +22.0% | 15,201 | +1.1% | 1.22% | +15.6% |
Q4 2022 | $4,804,592 | -4.9% | 15,042 | -8.5% | 1.05% | -12.3% |
Q3 2022 | $5,053,000 | -2.2% | 16,441 | +3.9% | 1.20% | +1.9% |
Q2 2022 | $5,168,000 | -11.1% | 15,826 | +13.3% | 1.18% | -2.1% |
Q1 2022 | $5,816,000 | -5.0% | 13,964 | +4.6% | 1.20% | -2.0% |
Q4 2021 | $6,119,000 | +29.9% | 13,355 | +13.7% | 1.23% | +18.8% |
Q3 2021 | $4,712,000 | +9.7% | 11,743 | +9.0% | 1.03% | +6.3% |
Q2 2021 | $4,295,000 | +18.3% | 10,771 | +6.3% | 0.97% | +12.0% |
Q1 2021 | $3,632,000 | +148.1% | 10,130 | +144.8% | 0.87% | +133.0% |
Q4 2020 | $1,464,000 | +27.9% | 4,138 | +12.5% | 0.37% | +10.7% |
Q3 2020 | $1,145,000 | +120.2% | 3,677 | +96.9% | 0.34% | +105.5% |
Q2 2020 | $520,000 | +129.1% | 1,867 | +74.2% | 0.16% | +95.2% |
Q1 2020 | $227,000 | – | 1,072 | – | 0.08% | – |
Download |
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% |