VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 610 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,523,322 | -7.6% | 6,082 | -1.6% | 0.23% | +9.1% |
Q2 2023 | $2,731,744 | +32.2% | 6,178 | +15.3% | 0.21% | +20.2% |
Q1 2023 | $2,065,803 | +31.0% | 5,359 | +8.5% | 0.17% | +11.6% |
Q4 2022 | $1,577,371 | +1.9% | 4,938 | -1.9% | 0.16% | -12.4% |
Q3 2022 | $1,548,000 | +2.0% | 5,036 | +8.3% | 0.18% | +2.9% |
Q2 2022 | $1,518,000 | -20.9% | 4,648 | +0.9% | 0.17% | -10.4% |
Q1 2022 | $1,919,000 | +3.2% | 4,608 | +13.6% | 0.19% | +4.9% |
Q4 2021 | $1,859,000 | +47.5% | 4,057 | +29.2% | 0.18% | +31.7% |
Q3 2021 | $1,260,000 | +3.0% | 3,140 | +2.3% | 0.14% | -0.7% |
Q2 2021 | $1,223,000 | +42.4% | 3,068 | +28.1% | 0.14% | +27.3% |
Q1 2021 | $859,000 | +5.4% | 2,395 | +4.0% | 0.11% | -20.3% |
Q4 2020 | $815,000 | -2.4% | 2,303 | -12.7% | 0.14% | -13.8% |
Q3 2020 | $835,000 | +110.9% | 2,637 | +92.2% | 0.16% | +79.8% |
Q2 2020 | $396,000 | +0.3% | 1,372 | -19.6% | 0.09% | -16.0% |
Q1 2020 | $395,000 | -6.2% | 1,707 | +1.5% | 0.11% | +2.9% |
Q4 2019 | $421,000 | +36.2% | 1,682 | +16.6% | 0.10% | +21.2% |
Q3 2019 | $309,000 | -13.0% | 1,442 | -9.2% | 0.08% | -11.5% |
Q2 2019 | $355,000 | – | 1,588 | – | 0.10% | – |
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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% |