VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 603 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,338 | -4.3% | 466 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $202,062 | +14.7% | 457 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $176,155 | +20.7% | 457 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $145,965 | -70.7% | 457 | -71.8% | 0.01% | -71.4% |
| Q3 2022 | $499,000 | +82.8% | 1,622 | +94.3% | 0.02% | +90.9% |
| Q2 2022 | $273,000 | -25.8% | 835 | -5.5% | 0.01% | -15.4% |
| Q1 2022 | $368,000 | +5.1% | 884 | +15.6% | 0.01% | 0.0% |
| Q4 2021 | $350,000 | +14.0% | 765 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $307,000 | +189.6% | 765 | +188.7% | 0.01% | +225.0% |
| Q2 2021 | $106,000 | +112.0% | 265 | -11.7% | 0.00% | 0.0% |
| Q4 2018 | $50,000 | -18.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $61,000 | +13.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $54,000 | +5.9% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $51,000 | – | 300 | – | 0.00% | – |
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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% |