VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 470 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 1.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $373,000 | +8.1% | 2,452 | 0.0% | 0.10% | +4.3% |
Q2 2017 | $345,000 | +3.6% | 2,452 | 0.0% | 0.09% | +2.2% |
Q1 2017 | $333,000 | +7.4% | 2,452 | -3.9% | 0.09% | -1.1% |
Q4 2016 | $310,000 | +1.0% | 2,552 | 0.0% | 0.09% | -41.5% |
Q3 2016 | $307,000 | +20.4% | 2,552 | +7.4% | 0.16% | +14.4% |
Q2 2016 | $255,000 | -4.5% | 2,377 | -2.7% | 0.14% | -1.4% |
Q1 2016 | $267,000 | -3.6% | 2,442 | -4.7% | 0.14% | -7.2% |
Q4 2015 | $277,000 | +9.9% | 2,562 | +1.8% | 0.15% | -3.2% |
Q3 2015 | $252,000 | -5.6% | 2,517 | 0.0% | 0.16% | +10.6% |
Q2 2015 | $267,000 | -0.4% | 2,517 | 0.0% | 0.14% | 0.0% |
Q1 2015 | $268,000 | -3.9% | 2,517 | -5.7% | 0.14% | -7.2% |
Q4 2014 | $279,000 | +7.7% | 2,670 | +3.1% | 0.15% | +3.4% |
Q3 2014 | $259,000 | +3.2% | 2,590 | 0.0% | 0.15% | +7.2% |
Q2 2014 | $251,000 | +3.3% | 2,590 | -2.6% | 0.14% | -2.1% |
Q1 2014 | $243,000 | -35.4% | 2,658 | -36.8% | 0.14% | -35.6% |
Q4 2013 | $376,000 | -76.9% | 4,203 | -79.1% | 0.22% | -79.5% |
Q3 2013 | $1,627,000 | -8.6% | 20,157 | -16.2% | 1.07% | +10.6% |
Q2 2013 | $1,780,000 | -3.6% | 24,065 | -4.9% | 0.96% | -17.5% |
Q1 2013 | $1,846,000 | -1.7% | 25,318 | -6.8% | 1.17% | -13.8% |
Q4 2012 | $1,877,000 | – | 27,157 | – | 1.36% | – |
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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% |