VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 756 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $824,783 | -8.0% | 1,988 | -2.0% | 0.04% | -8.3% |
| Q2 2023 | $896,660 | +16.4% | 2,028 | +1.5% | 0.05% | +11.6% |
| Q1 2023 | $770,134 | +20.1% | 1,998 | -0.4% | 0.04% | +13.2% |
| Q4 2022 | $641,027 | +4.4% | 2,007 | +0.5% | 0.04% | -7.3% |
| Q3 2022 | $614,000 | -4.7% | 1,998 | +1.3% | 0.04% | 0.0% |
| Q2 2022 | $644,000 | +59.0% | 1,973 | +102.8% | 0.04% | +57.7% |
| Q1 2022 | $405,000 | -9.2% | 973 | 0.0% | 0.03% | -7.1% |
| Q4 2021 | $446,000 | +14.7% | 973 | +0.4% | 0.03% | +3.7% |
| Q3 2021 | $389,000 | +2.9% | 969 | +2.1% | 0.03% | -10.0% |
| Q2 2021 | $378,000 | +11.2% | 949 | +0.1% | 0.03% | -60.0% |
| Q1 2021 | $340,000 | -15.0% | 948 | -16.0% | 0.08% | -24.2% |
| Q4 2020 | $400,000 | +38.4% | 1,129 | +21.5% | 0.10% | +12.5% |
| Q3 2020 | $289,000 | +0.3% | 929 | -10.0% | 0.09% | +1.1% |
| Q2 2020 | $288,000 | +5.1% | 1,032 | -7.6% | 0.09% | +3.6% |
| Q4 2019 | $274,000 | – | 1,117 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CMC Financial Group | 159,205 | $44,372,000 | 33.00% |
| Stuart Chaussee & Associates, Inc. | 129,401 | $36,065,000 | 18.80% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 148,829 | $41,480,000 | 14.87% |
| Curtis Advisory Group, LLC | 69,130 | $19,267,000 | 13.82% |
| Annex Advisory Services, LLC | 310,669 | $86,587,000 | 12.07% |
| Elwood & Goetz Wealth Advisory Group, LLC | 67,005 | $18,675,000 | 11.40% |
| Tatro Capital, LLC | 26,415 | $7,362,000 | 10.56% |
| CABANA LLC | 394,461 | $109,940,000 | 10.10% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 198,900 | $55,436,000 | 9.01% |
| Madden Advisory Services, Inc. | 31,125 | $8,674,000 | 9.00% |