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 | $302,877 | -1.6% | 730 | +4.9% | 0.03% | -3.1% |
| Q2 2023 | $307,743 | +14.7% | 696 | 0.0% | 0.03% | +10.3% |
| Q1 2023 | $268,287 | +20.7% | 696 | 0.0% | 0.03% | +16.0% |
| Q4 2022 | $222,309 | +5.9% | 696 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $210,000 | -8.7% | 696 | -1.0% | 0.02% | -7.4% |
| Q2 2022 | $230,000 | -21.5% | 703 | 0.0% | 0.03% | -6.9% |
| Q1 2022 | $293,000 | -9.0% | 703 | 0.0% | 0.03% | -6.5% |
| Q4 2021 | $322,000 | +43.8% | 703 | +26.2% | 0.03% | +24.0% |
| Q3 2021 | $224,000 | +0.9% | 557 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $222,000 | – | 557 | – | 0.02% | – |
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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% |