VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $123,736 | +20.7% | 321 | 0.0% | 0.01% | +11.1% |
Q4 2022 | $102,531 | -5.1% | 321 | -8.3% | 0.01% | -10.0% |
Q3 2022 | $108,000 | -5.3% | 350 | 0.0% | 0.01% | -9.1% |
Q2 2022 | $114,000 | -21.9% | 350 | 0.0% | 0.01% | -8.3% |
Q1 2022 | $146,000 | -19.8% | 350 | -12.1% | 0.01% | -25.0% |
Q4 2021 | $182,000 | +35.8% | 398 | +18.8% | 0.02% | +23.1% |
Q3 2021 | $134,000 | -10.1% | 335 | -10.4% | 0.01% | -13.3% |
Q2 2021 | $149,000 | +15.5% | 374 | +4.2% | 0.02% | -6.2% |
Q1 2021 | $129,000 | +545.0% | 359 | +519.0% | 0.02% | +433.3% |
Q4 2020 | $20,000 | +11.1% | 58 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $18,000 | -60.0% | 58 | -63.8% | 0.00% | -70.0% |
Q2 2020 | $45,000 | +221.4% | 160 | +135.3% | 0.01% | +150.0% |
Q1 2020 | $14,000 | – | 68 | – | 0.00% | – |
Download |
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% |