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 | $421,611 | +10.0% | 1,016 | +17.2% | 0.04% | +10.5% |
| Q2 2023 | $383,394 | +11.2% | 867 | -3.0% | 0.04% | +5.6% |
| Q1 2023 | $344,627 | +21.0% | 894 | +0.3% | 0.04% | +12.5% |
| Q4 2022 | $284,850 | +4.0% | 891 | 0.0% | 0.03% | -20.0% |
| Q3 2022 | $274,000 | -2.5% | 891 | +3.6% | 0.04% | +5.3% |
| Q2 2022 | $281,000 | -22.8% | 860 | -1.6% | 0.04% | -13.6% |
| Q1 2022 | $364,000 | -2.4% | 874 | +7.4% | 0.04% | -10.2% |
| Q4 2021 | $373,000 | +17.3% | 814 | +2.6% | 0.05% | +2.1% |
| Q3 2021 | $318,000 | +6.4% | 793 | +5.9% | 0.05% | -4.0% |
| Q2 2021 | $299,000 | -5.1% | 749 | -14.7% | 0.05% | -30.6% |
| Q1 2021 | $315,000 | -1.3% | 878 | -2.4% | 0.07% | -14.3% |
| Q4 2020 | $319,000 | +17.7% | 900 | +3.6% | 0.08% | 0.0% |
| Q3 2020 | $271,000 | +15.3% | 869 | +3.2% | 0.08% | +1.2% |
| Q2 2020 | $235,000 | – | 842 | – | 0.08% | – |
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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% |