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 | $58,689 | -6.1% | 141 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $62,520 | +3.0% | 141 | -10.2% | 0.01% | 0.0% |
Q1 2023 | $60,672 | +34.4% | 157 | +11.3% | 0.01% | +50.0% |
Q4 2022 | $45,138 | -1.9% | 141 | -5.4% | 0.00% | -20.0% |
Q3 2022 | $46,000 | 0.0% | 149 | +5.7% | 0.01% | 0.0% |
Q2 2022 | $46,000 | -22.0% | 141 | 0.0% | 0.01% | -16.7% |
Q1 2022 | $59,000 | -52.0% | 141 | -47.6% | 0.01% | -50.0% |
Q4 2021 | $123,000 | +13.9% | 269 | 0.0% | 0.01% | +9.1% |
Q3 2021 | $108,000 | +0.9% | 269 | 0.0% | 0.01% | -31.2% |
Q2 2021 | $107,000 | +46.6% | 269 | +31.9% | 0.02% | +6.7% |
Q1 2021 | $73,000 | +97.3% | 204 | +96.2% | 0.02% | +87.5% |
Q4 2020 | $37,000 | -54.9% | 104 | -60.3% | 0.01% | -57.9% |
Q3 2020 | $82,000 | +182.8% | 262 | +151.9% | 0.02% | +137.5% |
Q2 2020 | $29,000 | +31.8% | 104 | 0.0% | 0.01% | +14.3% |
Q1 2020 | $22,000 | -12.0% | 104 | 0.0% | 0.01% | +16.7% |
Q4 2019 | $25,000 | +13.6% | 104 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $22,000 | 0.0% | 104 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $22,000 | -4.3% | 104 | -9.6% | 0.01% | 0.0% |
Q1 2019 | $23,000 | +21.1% | 115 | 0.0% | 0.01% | +20.0% |
Q4 2018 | $19,000 | -63.5% | 115 | -55.1% | 0.01% | -61.5% |
Q3 2018 | $52,000 | +13.0% | 256 | 0.0% | 0.01% | +8.3% |
Q2 2018 | $46,000 | -19.3% | 256 | -23.4% | 0.01% | -20.0% |
Q1 2018 | $57,000 | +5.6% | 334 | +2.5% | 0.02% | +15.4% |
Q4 2017 | $54,000 | +14.9% | 326 | +5.2% | 0.01% | +8.3% |
Q3 2017 | $47,000 | +6.8% | 310 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $44,000 | +15.8% | 310 | 0.0% | 0.01% | +20.0% |
Q1 2017 | $38,000 | 0.0% | 310 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $38,000 | +2.7% | 310 | 0.0% | 0.01% | -9.1% |
Q3 2016 | $37,000 | +12.1% | 310 | 0.0% | 0.01% | +22.2% |
Q2 2016 | $33,000 | -2.9% | 310 | 0.0% | 0.01% | -10.0% |
Q1 2016 | $34,000 | 0.0% | 310 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $34,000 | – | 310 | – | 0.01% | – |
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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% |