VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531,487 | -6.2% | 1,281 | 0.0% | 0.06% | -3.3% |
| Q2 2023 | $566,407 | +14.7% | 1,281 | 0.0% | 0.06% | +15.4% |
| Q1 2023 | $493,787 | +1.2% | 1,281 | -16.2% | 0.05% | -8.8% |
| Q4 2022 | $488,058 | +23.9% | 1,528 | +19.3% | 0.06% | +14.0% |
| Q3 2022 | $394,000 | -31.7% | 1,281 | -27.5% | 0.05% | -27.5% |
| Q2 2022 | $577,000 | +8.1% | 1,766 | +37.9% | 0.07% | +15.0% |
| Q1 2022 | $534,000 | +29.6% | 1,281 | +42.3% | 0.06% | +27.7% |
| Q4 2021 | $412,000 | +14.1% | 900 | 0.0% | 0.05% | +4.4% |
| Q3 2021 | $361,000 | +0.6% | 900 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $359,000 | +11.1% | 900 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $323,000 | +1.6% | 900 | 0.0% | 0.05% | -6.1% |
| Q4 2020 | $318,000 | +13.6% | 900 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $280,000 | +11.6% | 900 | 0.0% | 0.05% | +4.3% |
| Q2 2020 | $251,000 | – | 900 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CMC Financial Group | 159,205 | $44,372,000 | 33.00% |
| Stuart Chaussee & Associates, Inc. | 129,401 | $36,065,000 | 18.80% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 148,829 | $41,480,000 | 14.87% |
| Curtis Advisory Group, LLC | 69,130 | $19,267,000 | 13.82% |
| Annex Advisory Services, LLC | 310,669 | $86,587,000 | 12.07% |
| Elwood & Goetz Wealth Advisory Group, LLC | 67,005 | $18,675,000 | 11.40% |
| Tatro Capital, LLC | 26,415 | $7,362,000 | 10.56% |
| CABANA LLC | 394,461 | $109,940,000 | 10.10% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 198,900 | $55,436,000 | 9.01% |
| Madden Advisory Services, Inc. | 31,125 | $8,674,000 | 9.00% |