VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $24,295,000 | -9.2% | 58,333 | -0.1% | 3.83% | -0.1% |
| Q4 2021 | $26,765,000 | +13.4% | 58,417 | -0.7% | 3.83% | -5.6% |
| Q3 2021 | $23,605,000 | -0.6% | 58,823 | -1.3% | 4.06% | -1.9% |
| Q2 2021 | $23,757,000 | +10.2% | 59,576 | -0.9% | 4.14% | +3.8% |
| Q1 2021 | $21,555,000 | +3.3% | 60,127 | +1.9% | 3.98% | +2.5% |
| Q4 2020 | $20,870,000 | +14.1% | 58,989 | +0.4% | 3.89% | -13.2% |
| Q3 2020 | $18,298,000 | +13.0% | 58,752 | +1.2% | 4.48% | -5.9% |
| Q2 2020 | $16,186,000 | +36.5% | 58,076 | +3.8% | 4.76% | +24.7% |
| Q1 2020 | $11,861,000 | – | 55,976 | – | 3.82% | – |
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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% |