VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,305 | -6.2% | 1,054 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $466,037 | +14.7% | 1,054 | 0.0% | 0.13% | +6.4% |
| Q1 2023 | $406,285 | +18.4% | 1,054 | -1.9% | 0.12% | +14.7% |
| Q4 2022 | $343,046 | +4.0% | 1,074 | 0.0% | 0.11% | -0.9% |
| Q3 2022 | $330,000 | -6.0% | 1,074 | 0.0% | 0.11% | +2.8% |
| Q2 2022 | $351,000 | -21.5% | 1,074 | 0.0% | 0.11% | -2.7% |
| Q1 2022 | $447,000 | -9.1% | 1,074 | 0.0% | 0.11% | -0.9% |
| Q4 2021 | $492,000 | +41.8% | 1,074 | +24.3% | 0.11% | +33.7% |
| Q3 2021 | $347,000 | +0.6% | 864 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $345,000 | +4.9% | 864 | -5.9% | 0.08% | -2.4% |
| Q1 2021 | $329,000 | +1.2% | 918 | 0.0% | 0.08% | +1.2% |
| Q4 2020 | $325,000 | +13.6% | 918 | 0.0% | 0.08% | +1.2% |
| Q3 2020 | $286,000 | +11.7% | 918 | 0.0% | 0.08% | -1.2% |
| Q2 2020 | $256,000 | +12.8% | 918 | -1.1% | 0.08% | +9.2% |
| Q4 2019 | $227,000 | +13.5% | 928 | 0.0% | 0.08% | +7.0% |
| Q3 2019 | $200,000 | -3.4% | 928 | -9.0% | 0.07% | -6.6% |
| Q3 2018 | $207,000 | – | 1,020 | – | 0.08% | – |
Download | ||||||
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% |