VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,218 | -6.2% | 820 | 0.0% | 0.06% | -12.3% |
| Q2 2023 | $362,571 | +14.7% | 820 | 0.0% | 0.07% | +4.3% |
| Q1 2023 | $316,085 | +4.2% | 820 | -13.7% | 0.07% | 0.0% |
| Q4 2022 | $303,440 | -3.4% | 950 | -6.9% | 0.07% | -17.6% |
| Q3 2022 | $314,000 | -24.3% | 1,020 | -19.7% | 0.08% | -26.7% |
| Q2 2022 | $415,000 | -21.6% | 1,270 | 0.0% | 0.12% | -8.7% |
| Q1 2022 | $529,000 | +40.7% | 1,270 | +54.9% | 0.13% | +41.1% |
| Q4 2021 | $376,000 | +14.3% | 820 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $329,000 | +9.7% | 820 | +8.9% | 0.09% | -19.5% |
| Q2 2021 | $300,000 | +19.5% | 753 | +7.6% | 0.11% | +36.1% |
| Q1 2021 | $251,000 | +1.2% | 700 | 0.0% | 0.08% | -6.7% |
| Q4 2020 | $248,000 | +13.8% | 700 | 0.0% | 0.09% | -5.3% |
| Q3 2020 | $218,000 | – | 700 | – | 0.09% | – |
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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% |