VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $542,249 | -6.1% | 1,307 | +0.1% | 0.04% | 0.0% |
Q2 2023 | $577,673 | +14.7% | 1,306 | 0.0% | 0.04% | +10.3% |
Q1 2023 | $503,609 | +19.5% | 1,306 | -1.1% | 0.04% | +8.3% |
Q4 2022 | $421,573 | -0.3% | 1,320 | -4.0% | 0.04% | -7.7% |
Q3 2022 | $423,000 | +64.0% | 1,375 | +73.8% | 0.04% | +69.6% |
Q2 2022 | $258,000 | -28.3% | 791 | -8.4% | 0.02% | -17.9% |
Q1 2022 | $360,000 | -9.1% | 864 | 0.0% | 0.03% | -6.7% |
Q4 2021 | $396,000 | +45.1% | 864 | +26.9% | 0.03% | +36.4% |
Q3 2021 | $273,000 | +30.0% | 681 | +29.5% | 0.02% | +29.4% |
Q2 2021 | $210,000 | +1.0% | 526 | -9.2% | 0.02% | -5.6% |
Q1 2021 | $208,000 | -35.2% | 579 | -36.0% | 0.02% | -57.1% |
Q4 2020 | $321,000 | +1006.9% | 905 | +666.9% | 0.04% | +500.0% |
Q4 2019 | $29,000 | -38.3% | 118 | -56.9% | 0.01% | -53.3% |
Q1 2018 | $47,000 | – | 274 | – | 0.02% | – |
Download |
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% |