VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 492 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,071,607 | +21.1% | 2,780 | +0.4% | 0.72% | +15.1% |
Q4 2022 | $884,766 | -2.8% | 2,770 | -6.5% | 0.62% | -2.5% |
Q3 2022 | $910,000 | -3.1% | 2,962 | +3.0% | 0.64% | +3.2% |
Q2 2022 | $939,000 | -14.9% | 2,877 | +8.5% | 0.62% | +2.3% |
Q1 2022 | $1,104,000 | -5.2% | 2,651 | +4.3% | 0.60% | -2.7% |
Q4 2021 | $1,165,000 | +15.2% | 2,542 | +0.9% | 0.62% | +7.1% |
Q3 2021 | $1,011,000 | +2.0% | 2,520 | -20.8% | 0.58% | -29.7% |
Q3 2020 | $991,000 | +13.8% | 3,181 | +1.8% | 0.83% | +5.2% |
Q2 2020 | $871,000 | +34.2% | 3,126 | +2.0% | 0.79% | +5.5% |
Q1 2020 | $649,000 | -10.1% | 3,064 | +4.0% | 0.74% | +17.1% |
Q4 2019 | $722,000 | +13.7% | 2,947 | 0.0% | 0.64% | +6.2% |
Q3 2019 | $635,000 | +5.7% | 2,947 | +3.5% | 0.60% | +4.4% |
Q2 2019 | $601,000 | +20.7% | 2,848 | +10.5% | 0.57% | +11.9% |
Q2 2018 | $498,000 | +12.2% | 2,578 | -0.8% | 0.51% | -12.5% |
Q1 2018 | $444,000 | – | 2,598 | – | 0.59% | – |
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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% |