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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,235,488 | -1.2% | 7,798 | +5.3% | 3.53% | +1.8% |
| Q2 2023 | $3,275,601 | +34.4% | 7,408 | -2.9% | 3.47% | +22.0% |
| Q4 2022 | $2,436,812 | +1.6% | 7,629 | -2.2% | 2.84% | -8.6% |
| Q3 2022 | $2,398,000 | -5.2% | 7,802 | +0.7% | 3.11% | +0.3% |
| Q2 2022 | $2,529,000 | -23.1% | 7,745 | -1.9% | 3.10% | -14.3% |
| Q1 2022 | $3,287,000 | -4.6% | 7,893 | +5.0% | 3.62% | -1.3% |
| Q4 2021 | $3,444,000 | +20.5% | 7,516 | +5.5% | 3.66% | +15.1% |
| Q3 2021 | $2,859,000 | -3.9% | 7,124 | -4.5% | 3.18% | -10.8% |
| Q2 2021 | $2,975,000 | +12.8% | 7,461 | +1.4% | 3.57% | +5.2% |
| Q1 2021 | $2,637,000 | -62.7% | 7,355 | -63.2% | 3.39% | -60.5% |
| Q4 2020 | $7,070,000 | -24.4% | 19,983 | -33.4% | 8.59% | -5.5% |
| Q3 2020 | $9,352,000 | +24.7% | 30,026 | +11.6% | 9.08% | +15.5% |
| Q2 2020 | $7,498,000 | +161.3% | 26,902 | +261.4% | 7.87% | +144.7% |
| Q1 2010 | $2,869,123 | – | 7,443 | – | 3.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 133,321 | $41,523,000 | 18.90% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 149,149 | $46,452,000 | 14.83% |
| Curtis Advisory Group, LLC | 69,130 | $21,531,000 | 12.70% |
| Annex Advisory Services, LLC | 312,610 | $97,362,000 | 12.41% |
| MFA WEALTH ADVISORS, LLC | 35,752 | $11,135,000 | 11.83% |
| Elwood & Goetz Wealth Advisory Group, LLC | 67,683 | $21,080,000 | 11.36% |
| HORIZON FINANCIAL SERVICES, LLC | 34,545 | $10,759,000 | 10.45% |
| TRUST CO OF OKLAHOMA | 79,004 | $24,605,796,000 | 10.13% |
| Tatro Capital, LLC | 27,217 | $8,477,000 | 9.69% |
| Madden Advisory Services, Inc. | 31,414 | $9,783,000 | 9.32% |