VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 221 filers reported holding VANGUARD WORLD FDS in Q3 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $212,000 | -2.3% | 1,983 | 0.0% | 0.02% | -5.6% |
| Q1 2016 | $217,000 | +0.9% | 1,983 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $215,000 | +1.9% | 1,983 | 0.0% | 0.02% | +5.9% |
| Q2 2015 | $211,000 | +0.5% | 1,983 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $210,000 | -35.8% | 1,983 | -36.6% | 0.02% | -19.0% |
| Q4 2014 | $327,000 | +4.5% | 3,126 | 0.0% | 0.02% | +16.7% |
| Q3 2014 | $313,000 | – | 3,126 | – | 0.02% | – |
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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% |