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 | $122,811 | -6.2% | 296 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $130,880 | +14.7% | 296 | 0.0% | 0.04% | +12.5% |
| Q1 2023 | $114,100 | +20.7% | 296 | 0.0% | 0.03% | +23.1% |
| Q4 2022 | $94,545 | +3.9% | 296 | 0.0% | 0.03% | +8.3% |
| Q3 2022 | $91,000 | -6.2% | 296 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $97,000 | -21.1% | 296 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $123,000 | +146.0% | 296 | +169.1% | 0.03% | +145.5% |
| Q4 2021 | $50,000 | +13.6% | 110 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $44,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $44,000 | +12.8% | 110 | 0.0% | 0.01% | +11.1% |
| Q1 2021 | $39,000 | 0.0% | 110 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $39,000 | +14.7% | 110 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $34,000 | +9.7% | 110 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $31,000 | +34.8% | 110 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $23,000 | -14.8% | 110 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $27,000 | – | 110 | – | 0.01% | – |
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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% |