Cutter & CO Brokerage, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Cutter & CO Brokerage, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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$220,0001,5620.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders