VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,567,916 | +1.0% | 25,417 | +7.6% | 0.28% | +9.7% |
| Q2 2023 | $10,460,665 | -15.2% | 23,622 | -26.2% | 0.26% | -29.2% |
| Q1 2023 | $12,338,895 | +112821.2% | 32,010 | -6.4% | 0.36% | +13.1% |
| Q4 2022 | $10,927 | -99.9% | 34,211 | -4.8% | 0.32% | -1.8% |
| Q3 2022 | $11,078,000 | -7.0% | 35,951 | -1.4% | 0.33% | -0.6% |
| Q2 2022 | $11,912,000 | -28.4% | 36,479 | -8.7% | 0.33% | -13.9% |
| Q1 2022 | $16,646,000 | -14.1% | 39,968 | -5.6% | 0.38% | -10.1% |
| Q4 2021 | $19,389,000 | +8.4% | 42,318 | -5.1% | 0.42% | +11.3% |
| Q3 2021 | $17,888,000 | -4.2% | 44,576 | -4.8% | 0.38% | +8.5% |
| Q2 2021 | $18,669,000 | +11.4% | 46,817 | +0.2% | 0.35% | +11.0% |
| Q1 2021 | $16,752,000 | -49.3% | 46,728 | -50.0% | 0.32% | -3.4% |
| Q4 2020 | $33,046,000 | +127.5% | 93,408 | +100.3% | 0.33% | +10.1% |
| Q3 2020 | $14,526,000 | +12.9% | 46,639 | +1.0% | 0.30% | +5.7% |
| Q2 2020 | $12,866,000 | +62.4% | 46,161 | +23.5% | 0.28% | +14.2% |
| Q1 2020 | $7,923,000 | -43.8% | 37,392 | -35.1% | 0.25% | -42.6% |
| Q4 2019 | $14,110,000 | +2851.9% | 57,626 | +2339.7% | 0.43% | +2587.5% |
| Q3 2018 | $478,000 | +11.7% | 2,362 | 0.0% | 0.02% | +6.7% |
| Q2 2018 | $428,000 | +5.9% | 2,362 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $404,000 | -97.7% | 2,362 | -97.9% | 0.02% | -96.4% |
| Q3 2017 | $17,288,000 | +0.5% | 113,742 | -6.9% | 0.42% | -9.2% |
| Q2 2017 | $17,209,000 | -19.1% | 122,190 | -22.1% | 0.46% | -38.7% |
| Q1 2017 | $21,281,000 | +11.6% | 156,904 | 0.0% | 0.76% | +4.4% |
| Q4 2016 | $19,064,000 | -9.0% | 156,904 | -9.9% | 0.73% | -12.2% |
| Q3 2016 | $20,959,000 | – | 174,121 | – | 0.83% | – |
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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% |