VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $459,678 | +5.3% | 1,108 | +12.3% | 0.06% | +7.4% |
Q2 2023 | $436,517 | +31.8% | 987 | +14.9% | 0.05% | +12.5% |
Q1 2023 | $331,292 | +22.0% | 859 | +1.1% | 0.05% | +26.3% |
Q4 2022 | $271,622 | -10.1% | 850 | -13.6% | 0.04% | -29.6% |
Q3 2022 | $302,000 | -7.6% | 984 | -1.7% | 0.05% | -5.3% |
Q2 2022 | $327,000 | -19.9% | 1,001 | +2.0% | 0.06% | +7.5% |
Q1 2022 | $408,000 | -5.8% | 981 | +3.8% | 0.05% | +3.9% |
Q4 2021 | $433,000 | +14.9% | 945 | +0.6% | 0.05% | -1.9% |
Q3 2021 | $377,000 | -0.3% | 939 | +0.2% | 0.05% | -1.9% |
Q2 2021 | $378,000 | +14.5% | 937 | +1.7% | 0.05% | -1.9% |
Q1 2021 | $330,000 | -8.8% | 921 | -10.0% | 0.05% | -15.6% |
Q4 2020 | $362,000 | +0.6% | 1,023 | -9.6% | 0.06% | -22.0% |
Q3 2020 | $360,000 | +48.8% | 1,132 | +30.1% | 0.08% | +41.4% |
Q2 2020 | $242,000 | -1.2% | 870 | -13.1% | 0.06% | -10.8% |
Q4 2019 | $245,000 | +14.5% | 1,001 | +0.6% | 0.06% | -3.0% |
Q3 2019 | $214,000 | -0.5% | 995 | -1.3% | 0.07% | -4.3% |
Q2 2019 | $215,000 | – | 1,008 | – | 0.07% | – |
Download |
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% |