VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,521 | -5.9% | 1,293 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $570,089 | +79.0% | 1,289 | +56.1% | 0.01% | +75.0% |
| Q1 2023 | $318,561 | -32.4% | 826 | -44.0% | 0.00% | -42.9% |
| Q4 2022 | $471,020 | +68.2% | 1,475 | +119.2% | 0.01% | +75.0% |
| Q1 2022 | $280,000 | -21.6% | 673 | -13.7% | 0.00% | -20.0% |
| Q4 2021 | $357,000 | +17.0% | 780 | +2.8% | 0.01% | 0.0% |
| Q3 2021 | $305,000 | -1.6% | 759 | -2.4% | 0.01% | 0.0% |
| Q2 2021 | $310,000 | -6.3% | 778 | -15.8% | 0.01% | -16.7% |
| Q1 2021 | $331,000 | +19.1% | 924 | +17.7% | 0.01% | +20.0% |
| Q4 2020 | $278,000 | +13.9% | 785 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $244,000 | – | 784 | – | 0.01% | – |
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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% |