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 | $3,672 | -8.5% | 8,850 | -2.5% | 3.05% | -5.9% |
| Q2 2023 | $4,013 | +50.3% | 9,076 | +31.0% | 3.24% | -20.9% |
| Q1 2023 | $2,670 | -99.9% | 6,929 | -6.1% | 4.09% | -42.2% |
| Q2 2022 | $2,410,000 | -62.5% | 7,382 | -47.3% | 7.09% | +83.2% |
| Q4 2021 | $6,419,000 | +17.7% | 14,009 | +3.1% | 3.87% | +3.3% |
| Q3 2021 | $5,452,000 | +2355.9% | 13,586 | +2343.5% | 3.74% | +2255.3% |
| Q2 2021 | $222,000 | -78.0% | 556 | -80.1% | 0.16% | -80.6% |
| Q1 2021 | $1,007,000 | -47.2% | 2,794 | -48.2% | 0.82% | -50.1% |
| Q4 2020 | $1,908,000 | – | 5,395 | – | 1.64% | – |
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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% |