VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 617 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $420,867 | -6.8% | 1,014 | -0.7% | 0.01% | 0.0% |
Q2 2023 | $451,614 | +6.3% | 1,021 | -7.4% | 0.01% | -14.3% |
Q1 2023 | $424,935 | -7.3% | 1,102 | -23.2% | 0.01% | -17.6% |
Q4 2022 | $458,475 | -8.1% | 1,435 | -11.6% | 0.02% | -10.5% |
Q3 2022 | $499,000 | -14.3% | 1,623 | -8.9% | 0.02% | -9.5% |
Q2 2022 | $582,000 | -23.0% | 1,781 | -1.9% | 0.02% | -12.5% |
Q1 2022 | $756,000 | -4.8% | 1,815 | +4.7% | 0.02% | 0.0% |
Q4 2021 | $794,000 | +31.2% | 1,733 | +14.9% | 0.02% | +14.3% |
Q3 2021 | $605,000 | -6.3% | 1,508 | -6.9% | 0.02% | -4.5% |
Q2 2021 | $646,000 | +3.5% | 1,620 | -6.9% | 0.02% | -18.5% |
Q1 2021 | $624,000 | -51.0% | 1,740 | -51.7% | 0.03% | -10.0% |
Q4 2020 | $1,274,000 | +93.3% | 3,600 | +70.2% | 0.03% | -16.7% |
Q3 2020 | $659,000 | -41.7% | 2,115 | -47.8% | 0.04% | +5.9% |
Q2 2020 | $1,130,000 | +42.0% | 4,052 | +7.7% | 0.03% | +13.3% |
Q1 2020 | $796,000 | +201.5% | 3,762 | +249.0% | 0.03% | +87.5% |
Q4 2019 | $264,000 | +11.9% | 1,078 | -1.4% | 0.02% | -5.9% |
Q3 2019 | $236,000 | – | 1,093 | – | 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% |