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 | $604,744 | -6.0% | 1,458 | +0.2% | 0.06% | -19.8% |
| Q2 2023 | $643,534 | +24.7% | 1,455 | +8.7% | 0.08% | +44.6% |
| Q1 2023 | $516,131 | +18.9% | 1,339 | -1.5% | 0.06% | +14.3% |
| Q4 2022 | $434,042 | +6.1% | 1,359 | +2.1% | 0.05% | +8.9% |
| Q3 2022 | $409,000 | +46.6% | 1,331 | +55.7% | 0.04% | +55.2% |
| Q2 2022 | $279,000 | -19.4% | 855 | +2.9% | 0.03% | -12.1% |
| Q1 2022 | $346,000 | -3.4% | 831 | +6.4% | 0.03% | 0.0% |
| Q4 2021 | $358,000 | +14.7% | 781 | +0.4% | 0.03% | +13.8% |
| Q3 2021 | $312,000 | +5.1% | 778 | +4.4% | 0.03% | +3.6% |
| Q2 2021 | $297,000 | +17.9% | 745 | +6.1% | 0.03% | +7.7% |
| Q1 2021 | $252,000 | +9.6% | 702 | +7.8% | 0.03% | 0.0% |
| Q4 2020 | $230,000 | -16.4% | 651 | -26.4% | 0.03% | -31.6% |
| Q3 2020 | $275,000 | +21.1% | 884 | +8.5% | 0.04% | +15.2% |
| Q2 2020 | $227,000 | +31.2% | 815 | +0.1% | 0.03% | +10.0% |
| Q1 2020 | $173,000 | -43.1% | 814 | -34.4% | 0.03% | -41.2% |
| Q4 2019 | $304,000 | -18.7% | 1,240 | -28.6% | 0.05% | -25.0% |
| Q3 2019 | $374,000 | +2.2% | 1,737 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $366,000 | -1.9% | 1,737 | -6.5% | 0.07% | -6.8% |
| Q1 2019 | $373,000 | -9.5% | 1,857 | -24.9% | 0.07% | -22.3% |
| Q4 2018 | $412,000 | -20.6% | 2,472 | -3.5% | 0.09% | -20.3% |
| Q3 2018 | $519,000 | +11.6% | 2,562 | +0.0% | 0.12% | -5.6% |
| Q2 2018 | $465,000 | +6.2% | 2,561 | 0.0% | 0.12% | -0.8% |
| Q1 2018 | $438,000 | +23.7% | 2,561 | +19.3% | 0.13% | +35.5% |
| Q4 2017 | $354,000 | +8.6% | 2,147 | 0.0% | 0.09% | +2.2% |
| Q3 2017 | $326,000 | +7.9% | 2,147 | 0.0% | 0.09% | +1.1% |
| Q2 2017 | $302,000 | – | 2,147 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 133,321 | $41,523,000 | 18.90% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 149,149 | $46,452,000 | 14.83% |
| Curtis Advisory Group, LLC | 69,130 | $21,531,000 | 12.70% |
| Annex Advisory Services, LLC | 312,610 | $97,362,000 | 12.41% |
| MFA WEALTH ADVISORS, LLC | 35,752 | $11,135,000 | 11.83% |
| Elwood & Goetz Wealth Advisory Group, LLC | 67,683 | $21,080,000 | 11.36% |
| HORIZON FINANCIAL SERVICES, LLC | 34,545 | $10,759,000 | 10.45% |
| TRUST CO OF OKLAHOMA | 79,004 | $24,605,796,000 | 10.13% |
| Tatro Capital, LLC | 27,217 | $8,477,000 | 9.69% |
| Madden Advisory Services, Inc. | 31,414 | $9,783,000 | 9.32% |