VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 200 filers reported holding VANGUARD WORLD FDS in Q1 2014. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $39,647,005 | -18.7% | 89,819 | -29.1% | 9.78% | -41.4% |
| Q1 2023 | $48,742,096 | +324847.3% | 126,616 | +269295.7% | 16.68% | +556000.0% |
| Q3 2020 | $15,000 | -11.8% | 47 | -42.7% | 0.00% | -70.0% |
| Q1 2020 | $17,000 | -89.6% | 82 | -87.7% | 0.01% | -77.3% |
| Q4 2019 | $163,000 | +81.1% | 665 | +59.1% | 0.04% | +100.0% |
| Q3 2019 | $90,000 | -49.2% | 418 | -49.5% | 0.02% | -63.3% |
| Q2 2019 | $177,000 | +391.7% | 828 | +147.2% | 0.06% | +200.0% |
| Q2 2015 | $36,000 | -99.9% | 335 | -13.4% | 0.02% | -9.1% |
| Q1 2015 | $41,223,000 | -60.1% | 387 | -60.9% | 0.02% | -55.1% |
| Q4 2014 | $103,435,000 | +7.7% | 990 | +3.1% | 0.05% | -21.0% |
| Q3 2014 | $96,076,000 | +14304.2% | 960 | -87.1% | 0.06% | -83.2% |
| Q4 2013 | $667,000 | – | 7,458 | – | 0.37% | – |
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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% |