VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 742 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,050,103 | -8.3% | 4,941 | -2.2% | 0.60% | -9.1% |
Q2 2023 | $2,234,864 | +15.1% | 5,054 | +0.3% | 0.66% | +8.9% |
Q1 2023 | $1,941,573 | +22.7% | 5,037 | +1.7% | 0.60% | +13.1% |
Q4 2022 | $1,582,379 | +8.5% | 4,954 | +4.4% | 0.54% | -1.3% |
Q3 2022 | $1,459,000 | +2.5% | 4,745 | +8.8% | 0.54% | +11.5% |
Q2 2022 | $1,424,000 | -16.2% | 4,362 | +6.9% | 0.49% | -4.0% |
Q1 2022 | $1,700,000 | -3.8% | 4,082 | +5.8% | 0.51% | +4.5% |
Q4 2021 | $1,767,000 | -7.2% | 3,857 | -18.7% | 0.48% | +6.6% |
Q3 2021 | $1,904,000 | -2.4% | 4,744 | -3.0% | 0.45% | +1.1% |
Q2 2021 | $1,951,000 | +22.3% | 4,891 | +9.9% | 0.45% | +15.4% |
Q1 2021 | $1,595,000 | +79.6% | 4,449 | +77.3% | 0.39% | +67.0% |
Q4 2020 | $888,000 | +39.4% | 2,509 | +22.7% | 0.23% | +23.3% |
Q3 2020 | $637,000 | +53.5% | 2,045 | +37.2% | 0.19% | +40.0% |
Q2 2020 | $415,000 | +53.1% | 1,490 | +16.5% | 0.14% | +32.4% |
Q1 2020 | $271,000 | +29.7% | 1,279 | +49.8% | 0.10% | +39.7% |
Q4 2019 | $209,000 | -9.9% | 854 | -44.1% | 0.07% | -20.7% |
Q3 2017 | $232,000 | +5.5% | 1,527 | -2.2% | 0.09% | +7.0% |
Q2 2017 | $220,000 | – | 1,562 | – | 0.09% | – |
Download |
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% |