VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,859 | -22.6% | 4,483 | -40.4% | 0.29% | -37.4% |
Q4 2022 | $2,403 | -99.9% | 7,525 | -19.6% | 0.46% | -4.4% |
Q3 2022 | $2,876,000 | +48.9% | 9,360 | +58.2% | 0.48% | +62.6% |
Q2 2022 | $1,931,000 | +203.1% | 5,915 | +325.2% | 0.29% | +230.3% |
Q4 2021 | $637,000 | -57.8% | 1,391 | -63.3% | 0.09% | -34.6% |
Q2 2021 | $1,510,000 | -18.4% | 3,788 | -26.7% | 0.14% | -13.4% |
Q1 2021 | $1,851,000 | +7.7% | 5,166 | -49.8% | 0.16% | +76.4% |
Q4 2018 | $1,718,000 | +43.5% | 10,300 | +56.1% | 0.09% | +256.0% |
Q2 2018 | $1,197,000 | – | 6,600 | – | 0.02% | – |
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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% |