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 | $241,004 | -11.3% | 601 | +0.3% | 0.05% | -27.1% |
| Q2 2023 | $271,840 | +18.2% | 599 | +0.2% | 0.07% | -23.9% |
| Q1 2023 | $230,038 | -12.5% | 598 | -16.5% | 0.09% | -29.2% |
| Q4 2022 | $262,924 | +15.8% | 716 | +0.3% | 0.13% | +23.8% |
| Q3 2022 | $227,000 | -5.4% | 714 | +0.3% | 0.10% | -5.4% |
| Q2 2022 | $240,000 | -15.2% | 712 | +0.1% | 0.11% | -14.6% |
| Q1 2022 | $283,000 | -8.1% | 711 | +0.1% | 0.13% | -23.1% |
| Q4 2021 | $308,000 | +7.3% | 710 | +0.1% | 0.17% | +19.0% |
| Q3 2021 | $287,000 | -0.3% | 709 | +0.3% | 0.14% | -15.5% |
| Q2 2021 | $288,000 | +13.8% | 707 | +0.1% | 0.17% | +2.4% |
| Q1 2021 | $253,000 | +1.6% | 706 | +0.1% | 0.16% | -9.4% |
| Q4 2020 | $249,000 | +9.7% | 705 | +0.3% | 0.18% | +1.7% |
| Q3 2020 | $227,000 | – | 703 | – | 0.18% | – |
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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% |