VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 812 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,782,228 | -6.2% | 9,116 | 0.0% | 2.70% | -2.4% |
| Q2 2023 | $4,030,731 | +14.7% | 9,116 | 0.0% | 2.76% | +6.4% |
| Q1 2023 | $3,513,945 | +20.7% | 9,116 | 0.0% | 2.60% | +11.3% |
| Q4 2022 | $2,911,742 | +3.9% | 9,116 | 0.0% | 2.33% | -2.9% |
| Q3 2022 | $2,802,000 | -5.9% | 9,116 | 0.0% | 2.40% | -0.7% |
| Q2 2022 | $2,977,000 | -32.0% | 9,116 | -13.3% | 2.42% | -5.9% |
| Q1 2022 | $4,380,000 | -9.1% | 10,516 | 0.0% | 2.57% | -3.6% |
| Q4 2021 | $4,818,000 | +14.2% | 10,516 | 0.0% | 2.67% | +5.7% |
| Q3 2021 | $4,220,000 | -4.7% | 10,516 | -5.3% | 2.52% | +0.9% |
| Q2 2021 | $4,429,000 | +11.3% | 11,106 | 0.0% | 2.50% | +3.3% |
| Q1 2021 | $3,981,000 | -8.8% | 11,106 | -10.0% | 2.42% | -5.8% |
| Q4 2020 | $4,366,000 | +13.6% | 12,342 | 0.0% | 2.57% | -1.3% |
| Q3 2020 | $3,844,000 | +11.7% | 12,342 | 0.0% | 2.60% | +3.2% |
| Q2 2020 | $3,440,000 | – | 12,342 | – | 2.52% | – |
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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% |