VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,080 | -6.2% | 757 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $334,715 | +1.0% | 757 | -12.0% | 0.02% | -6.2% |
| Q1 2023 | $331,505 | +79973.7% | 860 | -33.7% | 0.02% | -15.8% |
| Q4 2022 | $414 | -99.9% | 1,297 | +3.2% | 0.02% | +5.6% |
| Q3 2022 | $386,000 | +157.3% | 1,257 | +172.1% | 0.02% | +157.1% |
| Q2 2022 | $150,000 | -26.5% | 462 | -5.7% | 0.01% | 0.0% |
| Q1 2022 | $204,000 | +34.2% | 490 | +47.6% | 0.01% | +40.0% |
| Q4 2021 | $152,000 | -42.0% | 332 | -78.9% | 0.01% | -72.2% |
| Q4 2018 | $262,000 | – | 1,570 | – | 0.02% | – |
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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% |