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 | $212,014 | -40.8% | 511 | -36.9% | 0.03% | -37.3% |
| Q2 2023 | $358,150 | +14.7% | 810 | 0.0% | 0.05% | +8.5% |
| Q1 2023 | $312,231 | -14.0% | 810 | -28.8% | 0.05% | -17.5% |
| Q4 2022 | $363,218 | +9.7% | 1,137 | +5.6% | 0.06% | +3.6% |
| Q3 2022 | $331,000 | +13.0% | 1,077 | +20.1% | 0.06% | +14.6% |
| Q2 2022 | $293,000 | -18.4% | 897 | +3.9% | 0.05% | -4.0% |
| Q1 2022 | $359,000 | -6.5% | 863 | +3.0% | 0.05% | -3.8% |
| Q4 2021 | $384,000 | +12.9% | 838 | -1.1% | 0.05% | +2.0% |
| Q3 2021 | $340,000 | +0.6% | 847 | 0.0% | 0.05% | -17.7% |
| Q2 2021 | $338,000 | +12.7% | 847 | +1.2% | 0.06% | -3.1% |
| Q1 2021 | $300,000 | -63.9% | 837 | -64.4% | 0.06% | -66.3% |
| Q4 2020 | $831,000 | +11.8% | 2,348 | -1.6% | 0.19% | +1.6% |
| Q3 2020 | $743,000 | +39.1% | 2,387 | +24.6% | 0.19% | +12.0% |
| Q2 2020 | $534,000 | – | 1,915 | – | 0.17% | – |
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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% |