VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,239,215 | +66.5% | 5,397 | +77.4% | 0.03% | +65.0% |
| Q2 2023 | $1,345,051 | +34.7% | 3,042 | +17.5% | 0.02% | +25.0% |
| Q1 2023 | $998,367 | +25.2% | 2,590 | +3.8% | 0.02% | +23.1% |
| Q4 2022 | $797,247 | -9.8% | 2,496 | -13.2% | 0.01% | -23.5% |
| Q3 2022 | $884,000 | +58.7% | 2,876 | +68.6% | 0.02% | +70.0% |
| Q2 2022 | $557,000 | -21.7% | 1,706 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $711,000 | -8.3% | 1,706 | +0.9% | 0.01% | -14.3% |
| Q4 2021 | $775,000 | +14.1% | 1,691 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $679,000 | +0.7% | 1,691 | 0.0% | 0.01% | +7.7% |
| Q2 2021 | $674,000 | +11.2% | 1,691 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $606,000 | +1.3% | 1,691 | 0.0% | 0.01% | -18.8% |
| Q4 2020 | $598,000 | +17.3% | 1,691 | +3.3% | 0.02% | +6.7% |
| Q3 2020 | $510,000 | +11.8% | 1,637 | 0.0% | 0.02% | +7.1% |
| Q2 2020 | $456,000 | – | 1,637 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CMC Financial Group | 159,205 | $44,372,000 | 33.00% |
| Stuart Chaussee & Associates, Inc. | 129,401 | $36,065,000 | 18.80% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 148,829 | $41,480,000 | 14.87% |
| Curtis Advisory Group, LLC | 69,130 | $19,267,000 | 13.82% |
| Annex Advisory Services, LLC | 310,669 | $86,587,000 | 12.07% |
| Elwood & Goetz Wealth Advisory Group, LLC | 67,005 | $18,675,000 | 11.40% |
| Tatro Capital, LLC | 26,415 | $7,362,000 | 10.56% |
| CABANA LLC | 394,461 | $109,940,000 | 10.10% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 198,900 | $55,436,000 | 9.01% |
| Madden Advisory Services, Inc. | 31,125 | $8,674,000 | 9.00% |