VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $481,418 | +38.2% | 995 | +18.5% | 0.02% | +21.4% |
| Q3 2023 | $348,377 | -1.5% | 840 | +5.0% | 0.01% | -6.7% |
| Q2 2023 | $353,543 | +6.8% | 800 | -6.9% | 0.02% | 0.0% |
| Q1 2023 | $330,957 | +30.9% | 859 | +8.6% | 0.02% | +15.4% |
| Q4 2022 | $252,803 | -76.5% | 791 | -77.5% | 0.01% | -79.4% |
| Q3 2022 | $1,078,000 | +129.4% | 3,508 | +143.8% | 0.06% | +117.2% |
| Q2 2022 | $470,000 | +88.0% | 1,439 | +140.2% | 0.03% | +163.6% |
| Q1 2022 | $250,000 | -8.4% | 599 | +0.5% | 0.01% | -21.4% |
| Q4 2021 | $273,000 | +18.7% | 596 | +3.8% | 0.01% | -22.2% |
| Q3 2021 | $230,000 | -1.7% | 574 | -2.0% | 0.02% | -5.3% |
| Q2 2021 | $234,000 | – | 586 | – | 0.02% | – |
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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% |