VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,636 | -6.1% | 862 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $381,017 | +14.7% | 862 | 0.0% | 0.02% | +15.8% |
| Q1 2023 | $332,166 | +15.2% | 862 | -4.4% | 0.02% | +18.8% |
| Q4 2022 | $288,226 | +2.9% | 902 | -1.1% | 0.02% | -11.1% |
| Q3 2022 | $280,000 | +27.9% | 912 | +36.1% | 0.02% | +38.5% |
| Q2 2022 | $219,000 | -19.8% | 670 | +2.4% | 0.01% | -18.8% |
| Q1 2022 | $273,000 | -31.8% | 654 | -25.1% | 0.02% | -30.4% |
| Q4 2021 | $400,000 | +86.9% | 873 | +63.8% | 0.02% | +64.3% |
| Q3 2021 | $214,000 | +0.5% | 533 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $213,000 | -4.9% | 533 | -14.9% | 0.02% | -6.2% |
| Q1 2021 | $224,000 | -96.9% | 626 | -96.9% | 0.02% | -97.2% |
| Q4 2020 | $7,210,000 | +930.0% | 20,380 | +806.6% | 0.58% | +847.5% |
| Q3 2020 | $700,000 | – | 2,248 | – | 0.06% | – |
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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% |