VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 617 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $123,000 | +2.5% | 400 | +8.7% | 0.03% | +6.5% |
| Q2 2022 | $120,000 | -22.1% | 368 | -0.3% | 0.03% | -16.2% |
| Q1 2022 | $154,000 | -9.4% | 369 | -0.3% | 0.04% | -7.5% |
| Q4 2021 | $170,000 | -18.3% | 370 | -37.2% | 0.04% | -42.0% |
| Q4 2020 | $208,000 | -16.8% | 589 | -42.3% | 0.07% | -35.5% |
| Q4 2019 | $250,000 | +13.6% | 1,021 | +0.2% | 0.11% | -0.9% |
| Q3 2019 | $220,000 | -4.8% | 1,019 | -6.9% | 0.11% | -10.0% |
| Q2 2019 | $231,000 | -36.5% | 1,095 | -39.6% | 0.12% | -46.4% |
| Q1 2019 | $364,000 | +9.0% | 1,814 | -9.5% | 0.22% | -15.2% |
| Q4 2018 | $334,000 | – | 2,004 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 135,603 | $48,612,000 | 18.72% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 118,204 | $42,375,000 | 12.06% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 35,668 | $12,781,000 | 11.50% |
| Curtis Advisory Group, LLC | 69,130 | $24,782,000 | 10.98% |
| MONUMENTAL FINANCIAL GROUP INC. | 31,801 | $11,400,000 | 10.88% |
| Elwood & Goetz Wealth Advisory Group, LLC | 72,610 | $26,030,000 | 10.80% |
| HORIZON FINANCIAL SERVICES, LLC | 33,553 | $12,028,000 | 10.54% |
| Annex Advisory Services, LLC | 283,404 | $101,597,000 | 9.78% |
| TRUST CO OF OKLAHOMA | 75,444 | $27,045,919,000 | 9.72% |
| Madden Advisory Services, Inc. | 31,283 | $11,215,000 | 8.78% |