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 | $405,357 | -5.2% | 977 | +1.0% | 0.05% | 0.0% |
| Q2 2023 | $427,569 | +34.3% | 967 | +17.1% | 0.05% | +23.3% |
| Q1 2023 | $318,398 | -8.0% | 826 | -26.6% | 0.04% | -25.9% |
| Q3 2022 | $346,000 | +3.0% | 1,125 | +9.2% | 0.06% | +7.4% |
| Q2 2022 | $336,000 | -32.1% | 1,030 | -13.3% | 0.05% | -23.9% |
| Q1 2022 | $495,000 | -9.0% | 1,188 | 0.0% | 0.07% | -20.2% |
| Q4 2021 | $544,000 | +14.0% | 1,188 | 0.0% | 0.09% | -20.5% |
| Q3 2021 | $477,000 | +16.1% | 1,188 | +15.3% | 0.11% | +16.7% |
| Q2 2021 | $411,000 | +11.4% | 1,030 | 0.0% | 0.10% | -7.7% |
| Q1 2021 | $369,000 | +1.4% | 1,030 | 0.0% | 0.10% | -6.3% |
| Q4 2020 | $364,000 | +13.4% | 1,030 | 0.0% | 0.11% | -0.9% |
| Q3 2020 | $321,000 | +11.8% | 1,030 | 0.0% | 0.11% | +4.7% |
| Q2 2020 | $287,000 | +28.1% | 1,030 | -2.6% | 0.11% | -1.8% |
| Q1 2020 | $224,000 | -13.5% | 1,057 | 0.0% | 0.11% | +12.4% |
| Q4 2019 | $259,000 | -8.2% | 1,057 | -19.1% | 0.10% | -17.8% |
| Q3 2019 | $282,000 | -12.7% | 1,307 | -14.6% | 0.12% | -13.9% |
| Q2 2019 | $323,000 | -9.5% | 1,530 | -14.0% | 0.14% | -14.9% |
| Q1 2019 | $357,000 | -13.6% | 1,780 | -28.1% | 0.16% | -28.1% |
| Q4 2018 | $413,000 | -18.2% | 2,475 | -0.8% | 0.22% | -10.0% |
| Q3 2018 | $505,000 | – | 2,495 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 75,583 | $30,331,000 | 47.26% |
| Marks Wealth, LLC | 141,818 | $56,910,000 | 18.59% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 116,116 | $46,597,000 | 12.22% |
| Kinloch Capital, LLC | 42,638 | $17,110,000 | 12.08% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 36,534 | $14,661,000 | 11.69% |
| TRUST CO OF OKLAHOMA | 72,745 | $29,191,841,000 | 10.44% |
| Curtis Advisory Group, LLC | 69,280 | $27,801,000 | 10.10% |
| CABANA LLC | 6,319 | $2,744,000 | 9.78% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 197,245 | $79,153,000 | 9.52% |
| Annex Advisory Services, LLC | 263,679 | $105,792,000 | 8.65% |