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 | $884,567 | +15.1% | 2,132 | +22.7% | 0.02% | +35.7% |
| Q2 2023 | $768,474 | +0.6% | 1,738 | -12.3% | 0.01% | +27.3% |
| Q1 2023 | $764,002 | +19.1% | 1,982 | -1.3% | 0.01% | +22.2% |
| Q4 2022 | $641,375 | -16.3% | 2,008 | -19.5% | 0.01% | -18.2% |
| Q3 2022 | $766,000 | +147.9% | 2,494 | +163.9% | 0.01% | +120.0% |
| Q2 2022 | $309,000 | +39.8% | 945 | +96.1% | 0.01% | +25.0% |
| Q4 2021 | $221,000 | -96.6% | 482 | -97.0% | 0.00% | -95.2% |
| Q3 2021 | $6,454,000 | -1.1% | 16,082 | -1.8% | 0.08% | 0.0% |
| Q2 2021 | $6,529,000 | +11.2% | 16,374 | 0.0% | 0.08% | +1.2% |
| Q1 2021 | $5,870,000 | -5.0% | 16,374 | -6.3% | 0.08% | -9.9% |
| Q4 2020 | $6,182,000 | +13.9% | 17,476 | +0.3% | 0.09% | +1.1% |
| Q3 2020 | $5,429,000 | +13.7% | 17,432 | +1.8% | 0.09% | +1.1% |
| Q2 2020 | $4,773,000 | +46.8% | 17,125 | +11.6% | 0.09% | +12.7% |
| Q1 2020 | $3,251,000 | -23.2% | 15,341 | -11.3% | 0.08% | +2.6% |
| Q4 2019 | $4,233,000 | – | 17,286 | – | 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% |