VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 742 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $86,000 | +4.9% | 279 | +10.7% | 0.01% | +22.2% |
| Q2 2022 | $82,000 | -21.9% | 252 | 0.0% | 0.01% | -18.2% |
| Q1 2022 | $105,000 | -18.0% | 252 | -9.7% | 0.01% | -21.4% |
| Q4 2021 | $128,000 | -9.2% | 279 | -20.3% | 0.01% | -12.5% |
| Q3 2021 | $141,000 | 0.0% | 350 | -0.8% | 0.02% | +6.7% |
| Q2 2021 | $141,000 | -69.9% | 353 | -73.0% | 0.02% | -78.6% |
| Q1 2021 | $468,000 | -12.8% | 1,306 | -13.9% | 0.07% | -26.3% |
| Q4 2020 | $537,000 | +4.9% | 1,517 | -7.7% | 0.10% | -11.2% |
| Q3 2020 | $512,000 | +7.1% | 1,643 | +1.9% | 0.11% | +3.9% |
| Q2 2020 | $478,000 | +33.1% | 1,612 | +9.4% | 0.10% | +8.4% |
| Q1 2020 | $359,000 | -53.3% | 1,474 | -48.7% | 0.10% | -47.5% |
| Q4 2019 | $769,000 | – | 2,871 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 75,583 | $30,331,000 | 47.26% |
| Marks Wealth, LLC | 141,818 | $56,910,000 | 18.59% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 116,116 | $46,597,000 | 12.22% |
| Kinloch Capital, LLC | 42,638 | $17,110,000 | 12.08% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 36,534 | $14,661,000 | 11.69% |
| TRUST CO OF OKLAHOMA | 72,745 | $29,191,841,000 | 10.44% |
| Curtis Advisory Group, LLC | 69,280 | $27,801,000 | 10.10% |
| CABANA LLC | 6,319 | $2,744,000 | 9.78% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 197,245 | $79,153,000 | 9.52% |
| Annex Advisory Services, LLC | 263,679 | $105,792,000 | 8.65% |