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 | $464,165 | -5.3% | 1,119 | +0.9% | 0.06% | -4.8% |
| Q2 2023 | $490,189 | +14.7% | 1,109 | 0.0% | 0.06% | +6.8% |
| Q1 2023 | $427,341 | +20.7% | 1,109 | +0.1% | 0.06% | +3.5% |
| Q4 2022 | $354,057 | +3.8% | 1,108 | 0.0% | 0.06% | -8.1% |
| Q3 2022 | $341,000 | -5.3% | 1,108 | +0.5% | 0.06% | -4.6% |
| Q2 2022 | $360,000 | -20.2% | 1,102 | +1.8% | 0.06% | -17.7% |
| Q1 2022 | $451,000 | -4.9% | 1,082 | +4.5% | 0.08% | -13.2% |
| Q4 2021 | $474,000 | +14.2% | 1,035 | 0.0% | 0.09% | -5.2% |
| Q3 2021 | $415,000 | +0.5% | 1,035 | 0.0% | 0.10% | -5.0% |
| Q2 2021 | $413,000 | +11.3% | 1,035 | +0.1% | 0.10% | -6.5% |
| Q1 2021 | $371,000 | +1.4% | 1,034 | 0.0% | 0.11% | -14.3% |
| Q4 2020 | $366,000 | +14.0% | 1,034 | +0.5% | 0.13% | -3.8% |
| Q3 2020 | $321,000 | +23.9% | 1,029 | +10.5% | 0.13% | +12.0% |
| Q2 2020 | $259,000 | +25.7% | 931 | -4.0% | 0.12% | -10.7% |
| Q1 2020 | $206,000 | – | 970 | – | 0.13% | – |
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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% |