VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $399,347 | +6.8% | 1,036 | -11.5% | 0.25% | +0.8% |
| Q4 2022 | $374,029 | -31.9% | 1,171 | -31.7% | 0.25% | -32.6% |
| Q3 2022 | $549,000 | -15.0% | 1,714 | -3.3% | 0.36% | -8.3% |
| Q2 2022 | $646,000 | -13.1% | 1,773 | -0.6% | 0.40% | -5.7% |
| Q1 2022 | $743,000 | -37.3% | 1,784 | -31.0% | 0.42% | -36.5% |
| Q4 2021 | $1,185,000 | +12.1% | 2,586 | -1.8% | 0.66% | +7.1% |
| Q3 2021 | $1,057,000 | -5.5% | 2,633 | -6.2% | 0.62% | -6.9% |
| Q2 2021 | $1,119,000 | -34.6% | 2,807 | -36.3% | 0.67% | -37.8% |
| Q1 2021 | $1,710,000 | -73.7% | 4,407 | -76.0% | 1.07% | -72.3% |
| Q4 2020 | $6,500,000 | +4.4% | 18,372 | -8.1% | 3.88% | -10.2% |
| Q3 2020 | $6,228,000 | -4.6% | 19,996 | -14.6% | 4.32% | -20.9% |
| Q2 2020 | $6,527,000 | -6.1% | 23,419 | -28.6% | 5.46% | -22.1% |
| Q1 2020 | $6,954,000 | – | 32,820 | – | 7.01% | – |
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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% |