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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,344 | -6.2% | 560 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $247,610 | +14.7% | 560 | 0.0% | 0.06% | +9.4% |
| Q1 2023 | $215,863 | +20.7% | 560 | 0.0% | 0.05% | +17.8% |
| Q4 2022 | $178,870 | +3.4% | 560 | 0.0% | 0.04% | +2.3% |
| Q3 2022 | $173,000 | -5.5% | 560 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $183,000 | -21.5% | 560 | 0.0% | 0.05% | -16.4% |
| Q1 2022 | $233,000 | -44.7% | 560 | -39.1% | 0.06% | -45.0% |
| Q4 2021 | $421,000 | +14.1% | 920 | +0.1% | 0.10% | +3.1% |
| Q3 2021 | $369,000 | -10.0% | 919 | -10.7% | 0.10% | -13.4% |
| Q2 2021 | $410,000 | -22.1% | 1,029 | +1125.0% | 0.11% | -28.7% |
| Q1 2021 | $526,000 | +165.7% | 84 | -85.0% | 0.16% | +137.9% |
| Q4 2020 | $198,000 | -2.9% | 560 | -14.4% | 0.07% | -10.8% |
| Q3 2020 | $204,000 | +12.1% | 654 | 0.0% | 0.07% | +5.7% |
| Q2 2020 | $182,000 | +30.9% | 654 | 0.0% | 0.07% | +12.9% |
| Q1 2020 | $139,000 | -12.0% | 654 | +1.7% | 0.06% | -7.5% |
| Q4 2019 | $158,000 | – | 643 | – | 0.07% | – |
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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% |