VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $683 | -6.1% | 1,645 | 0.0% | 0.03% | -5.7% |
Q2 2023 | $727 | +13.2% | 1,645 | -1.2% | 0.04% | +6.1% |
Q1 2023 | $642 | +20.7% | 1,665 | 0.0% | 0.03% | +13.8% |
Q4 2022 | $532 | -99.9% | 1,665 | +8.5% | 0.03% | +11.5% |
Q3 2022 | $472,000 | +31.8% | 1,535 | +40.2% | 0.03% | +36.8% |
Q2 2022 | $358,000 | -21.5% | 1,095 | 0.0% | 0.02% | -5.0% |
Q1 2022 | $456,000 | -9.2% | 1,095 | 0.0% | 0.02% | -13.0% |
Q4 2021 | $502,000 | +14.4% | 1,095 | 0.0% | 0.02% | +15.0% |
Q3 2021 | $439,000 | +0.5% | 1,095 | 0.0% | 0.02% | +5.3% |
Q2 2021 | $437,000 | +11.2% | 1,095 | 0.0% | 0.02% | +5.6% |
Q1 2021 | $393,000 | -12.7% | 1,095 | -13.9% | 0.02% | -18.2% |
Q4 2020 | $450,000 | +32.0% | 1,272 | +16.2% | 0.02% | -4.3% |
Q3 2020 | $341,000 | +11.8% | 1,095 | 0.0% | 0.02% | +27.8% |
Q2 2020 | $305,000 | +31.5% | 1,095 | 0.0% | 0.02% | +12.5% |
Q1 2020 | $232,000 | -18.6% | 1,095 | -6.0% | 0.02% | +6.7% |
Q4 2019 | $285,000 | -32.9% | 1,165 | -41.0% | 0.02% | -28.6% |
Q3 2019 | $425,000 | +2.2% | 1,973 | 0.0% | 0.02% | +5.0% |
Q2 2019 | $416,000 | +4.8% | 1,973 | -0.2% | 0.02% | +5.3% |
Q1 2019 | $397,000 | +67.5% | 1,977 | +69.1% | 0.02% | +90.0% |
Q3 2018 | $237,000 | +11.8% | 1,169 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $212,000 | – | 1,169 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 75,583 | $30,331,000 | 47.26% |
Marks Wealth, LLC | 141,818 | $56,910,000 | 18.59% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 116,116 | $46,597,000 | 12.22% |
Kinloch Capital, LLC | 42,638 | $17,110,000 | 12.08% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 36,534 | $14,661,000 | 11.69% |
TRUST CO OF OKLAHOMA | 72,745 | $29,191,841,000 | 10.44% |
Curtis Advisory Group, LLC | 69,280 | $27,801,000 | 10.10% |
CABANA LLC | 6,319 | $2,744,000 | 9.78% |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 197,245 | $79,153,000 | 9.52% |
Annex Advisory Services, LLC | 263,679 | $105,792,000 | 8.65% |