CHARTER RESEARCH & INVESTMENT GROUP, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
CHARTER RESEARCH & INVESTMENT GROUP, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$506,178
-6.2%
1,2200.0%0.46%
+2.0%
Q2 2023$539,435
+14.7%
1,2200.0%0.45%
+8.5%
Q1 2023$470,273
+8.7%
1,220
-10.0%
0.41%
-0.7%
Q4 2022$432,801
+4.0%
1,3550.0%0.42%
-1.4%
Q3 2022$416,000
-5.9%
1,3550.0%0.42%
+4.7%
Q2 2022$442,000
-21.6%
1,3550.0%0.40%
-12.0%
Q1 2022$564,000
-9.2%
1,3550.0%0.46%
-6.5%
Q4 2021$621,000
+14.2%
1,3550.0%0.49%
+8.4%
Q3 2021$544,000
+0.7%
1,3550.0%0.45%
+0.9%
Q2 2021$540,000
+11.1%
1,3550.0%0.45%
+5.4%
Q1 2021$486,000
-5.3%
1,355
-6.6%
0.42%
-14.0%
Q4 2020$513,000
+13.5%
1,4500.0%0.49%
-0.4%
Q3 2020$452,000
+11.9%
1,4500.0%0.50%
+6.2%
Q2 2020$404,000
+31.6%
1,4500.0%0.47%
+15.3%
Q1 2020$307,000
-13.5%
1,4500.0%0.40%
+11.9%
Q4 2019$355,000
+13.4%
1,4500.0%0.36%
+6.5%
Q3 2019$313,000
+2.3%
1,4500.0%0.34%
-0.3%
Q2 2019$306,000
+5.2%
1,4500.0%0.34%
+5.6%
Q1 2019$291,000
+20.2%
1,4500.0%0.32%
+5.2%
Q4 2018$242,000
-17.7%
1,4500.0%0.31%
-4.7%
Q3 2018$294,000
+11.8%
1,4500.0%0.32%
+6.3%
Q2 2018$263,000
+6.0%
1,4500.0%0.30%
+2.0%
Q1 2018$248,000
+3.8%
1,4500.0%0.30%
+10.4%
Q4 2017$239,0001,4500.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders