VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 603 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,290 | +7.8% | 560 | +0.2% | 0.10% | +7.1% |
| Q2 2023 | $215,484 | 0.0% | 559 | 0.0% | 0.10% | -26.9% |
| Q1 2023 | $215,484 | -6.7% | 559 | +0.9% | 0.13% | +42.6% |
| Q1 2022 | $231,000 | -8.7% | 554 | +0.2% | 0.09% | -1.1% |
| Q4 2021 | $253,000 | +12.9% | 553 | +0.4% | 0.10% | +2.2% |
| Q3 2021 | $224,000 | +1.8% | 551 | 0.0% | 0.09% | +14.8% |
| Q2 2021 | $220,000 | +100.0% | 551 | +0.5% | 0.08% | +15.7% |
| Q1 2019 | $110,000 | +20.9% | 548 | 0.0% | 0.07% | +12.9% |
| Q4 2018 | $91,000 | -18.0% | 548 | 0.0% | 0.06% | -8.8% |
| Q3 2018 | $111,000 | -62.2% | 548 | -65.3% | 0.07% | -65.3% |
| Q2 2018 | $294,000 | +6.1% | 1,581 | -3.8% | 0.20% | -7.5% |
| Q1 2018 | $277,000 | +4.9% | 1,643 | +3.9% | 0.21% | +7.6% |
| Q4 2017 | $264,000 | – | 1,581 | – | 0.20% | – |
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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% |