VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,430 | -6.2% | 700 | 0.0% | 0.05% | -4.2% |
| Q2 2023 | $309,512 | +14.7% | 700 | 0.0% | 0.05% | +14.3% |
| Q1 2023 | $269,829 | +20.7% | 700 | 0.0% | 0.04% | +13.5% |
| Q4 2022 | $223,587 | +4.0% | 700 | 0.0% | 0.04% | -11.9% |
| Q3 2022 | $215,000 | -6.1% | 700 | 0.0% | 0.04% | +7.7% |
| Q2 2022 | $229,000 | -21.6% | 700 | 0.0% | 0.04% | -7.1% |
| Q1 2022 | $292,000 | -9.0% | 700 | 0.0% | 0.04% | -6.7% |
| Q4 2021 | $321,000 | +14.2% | 700 | 0.0% | 0.04% | +7.1% |
| Q3 2021 | $281,000 | +0.7% | 700 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $279,000 | +11.2% | 700 | 0.0% | 0.04% | +5.1% |
| Q1 2021 | $251,000 | -14.0% | 700 | -15.2% | 0.04% | -18.8% |
| Q4 2020 | $292,000 | +13.6% | 825 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $257,000 | +19.5% | 825 | +7.1% | 0.05% | +9.1% |
| Q2 2020 | $215,000 | -3.6% | 770 | -30.0% | 0.04% | -12.0% |
| Q3 2018 | $223,000 | -0.9% | 1,100 | -11.4% | 0.05% | -7.4% |
| Q2 2018 | $225,000 | – | 1,242 | – | 0.05% | – |
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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% |