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 | $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 ↓ |
|---|---|---|---|
| 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% |