VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 812 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,679,759 | -6.2% | 30,561 | -0.0% | 1.43% | -4.6% |
Q2 2023 | $13,513,294 | +14.7% | 30,562 | +0.0% | 1.50% | +10.1% |
Q1 2023 | $11,780,349 | +26.6% | 30,561 | +4.9% | 1.36% | +29.8% |
Q4 2022 | $9,305,372 | +3.9% | 29,133 | 0.0% | 1.05% | -8.8% |
Q3 2022 | $8,955,000 | -5.9% | 29,133 | 0.0% | 1.15% | +3.1% |
Q2 2022 | $9,513,000 | -21.6% | 29,133 | 0.0% | 1.11% | -2.8% |
Q1 2022 | $12,133,000 | -9.1% | 29,133 | 0.0% | 1.14% | -27.0% |
Q4 2021 | $13,348,000 | +14.2% | 29,133 | 0.0% | 1.57% | +62.2% |
Q3 2021 | $11,691,000 | +0.6% | 29,133 | 0.0% | 0.97% | +5.3% |
Q2 2021 | $11,617,000 | +11.2% | 29,133 | 0.0% | 0.92% | +7.0% |
Q1 2021 | $10,444,000 | +1.3% | 29,133 | 0.0% | 0.86% | +0.5% |
Q4 2020 | $10,307,000 | +13.6% | 29,133 | 0.0% | 0.85% | +9.9% |
Q3 2020 | $9,073,000 | +2197.0% | 29,133 | +1957.4% | 0.78% | +1454.0% |
Q2 2020 | $395,000 | +31.7% | 1,416 | 0.0% | 0.05% | +11.1% |
Q1 2020 | $300,000 | -13.5% | 1,416 | 0.0% | 0.04% | +18.4% |
Q4 2019 | $347,000 | +14.5% | 1,416 | +0.8% | 0.04% | -17.4% |
Q3 2019 | $303,000 | – | 1,405 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 135,603 | $48,612,000 | 18.72% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 118,204 | $42,375,000 | 12.06% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 35,668 | $12,781,000 | 11.50% |
Curtis Advisory Group, LLC | 69,130 | $24,782,000 | 10.98% |
MONUMENTAL FINANCIAL GROUP INC. | 31,801 | $11,400,000 | 10.88% |
Elwood & Goetz Wealth Advisory Group, LLC | 72,610 | $26,030,000 | 10.80% |
HORIZON FINANCIAL SERVICES, LLC | 33,553 | $12,028,000 | 10.54% |
Annex Advisory Services, LLC | 283,404 | $101,597,000 | 9.78% |
TRUST CO OF OKLAHOMA | 75,444 | $27,045,919,000 | 9.72% |
Madden Advisory Services, Inc. | 31,283 | $11,215,000 | 8.78% |