VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,969 | -6.1% | 1,810 | +0.1% | 0.03% | -2.9% |
| Q2 2023 | $799,868 | +19.3% | 1,809 | +4.0% | 0.03% | +13.3% |
| Q1 2023 | $670,333 | +150875.9% | 1,739 | +25.1% | 0.03% | +150.0% |
| Q4 2022 | $444 | -99.9% | 1,390 | +4.4% | 0.01% | -55.6% |
| Q3 2022 | $409,000 | -19.2% | 1,331 | +9.5% | 0.03% | -3.6% |
| Q1 2022 | $506,000 | -28.8% | 1,216 | -21.6% | 0.03% | -22.2% |
| Q4 2021 | $711,000 | +252.0% | 1,552 | +207.9% | 0.04% | +227.3% |
| Q3 2021 | $202,000 | +0.5% | 504 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $201,000 | -22.7% | 504 | -59.0% | 0.01% | -56.0% |
| Q1 2020 | $260,000 | – | 1,229 | – | 0.02% | – |
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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% |