VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,037 | -19.5% | 834 | -14.2% | 0.04% | -13.0% |
| Q2 2023 | $429,744 | +17.6% | 972 | +2.5% | 0.05% | +27.8% |
| Q1 2023 | $365,395 | +10.6% | 948 | -8.4% | 0.04% | +12.5% |
| Q4 2022 | $330,522 | +13.2% | 1,035 | +9.2% | 0.03% | -8.6% |
| Q3 2022 | $292,000 | -5.8% | 948 | 0.0% | 0.04% | +12.9% |
| Q2 2022 | $310,000 | -99.9% | 948 | +10.6% | 0.03% | +6.9% |
| Q1 2022 | $357,072,000 | -14.4% | 857 | -5.8% | 0.03% | -14.7% |
| Q4 2021 | $417,052,000 | +50.0% | 910 | +31.3% | 0.03% | +41.7% |
| Q3 2021 | $278,094,000 | +136892.1% | 693 | +35.9% | 0.02% | -7.7% |
| Q2 2021 | $203,000 | -2.9% | 510 | -12.7% | 0.03% | +18.2% |
| Q1 2021 | $209,000 | -27.7% | 584 | -28.4% | 0.02% | -40.5% |
| Q4 2020 | $289,000 | +4.3% | 816 | -2.4% | 0.04% | 0.0% |
| Q3 2020 | $277,000 | +33.8% | 836 | +12.7% | 0.04% | +8.8% |
| Q2 2020 | $207,000 | -15.2% | 742 | -38.4% | 0.03% | -2.9% |
| Q3 2018 | $244,000 | – | 1,204 | – | 0.04% | – |
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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% |