VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 610 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $361,245 | +16.6% | 817 | +1.6% | 0.08% | 0.0% |
Q1 2023 | $309,918 | +20.7% | 804 | 0.0% | 0.08% | +17.2% |
Q4 2022 | $256,806 | +1.5% | 804 | 0.0% | 0.06% | -4.5% |
Q3 2022 | $253,000 | -3.8% | 804 | 0.0% | 0.07% | -13.0% |
Q2 2022 | $263,000 | -21.5% | 804 | 0.0% | 0.08% | -26.7% |
Q1 2022 | $335,000 | -10.7% | 804 | -1.8% | 0.10% | -10.3% |
Q4 2021 | $375,000 | +12.6% | 819 | -1.4% | 0.12% | +2.6% |
Q3 2021 | $333,000 | +3.7% | 831 | +3.4% | 0.11% | +1.8% |
Q2 2021 | $321,000 | +11.5% | 804 | 0.0% | 0.11% | +0.9% |
Q1 2021 | $288,000 | +1.4% | 804 | 0.0% | 0.11% | -11.9% |
Q4 2020 | $284,000 | -6.3% | 804 | -17.5% | 0.13% | -16.6% |
Q3 2020 | $303,000 | +11.8% | 974 | 0.0% | 0.15% | +3.4% |
Q2 2020 | $271,000 | +31.6% | 974 | 0.0% | 0.15% | +7.4% |
Q1 2020 | $206,000 | -13.4% | 974 | 0.0% | 0.14% | +0.7% |
Q4 2019 | $238,000 | +13.3% | 974 | 0.0% | 0.14% | +7.1% |
Q3 2019 | $210,000 | +2.4% | 974 | 0.0% | 0.13% | +0.8% |
Q2 2019 | $205,000 | +5.1% | 974 | 0.0% | 0.12% | +0.8% |
Q1 2019 | $195,000 | +20.4% | 974 | 0.0% | 0.12% | +6.0% |
Q4 2018 | $162,000 | -13.4% | 974 | 0.0% | 0.12% | -6.4% |
Q3 2018 | $187,000 | +5.6% | 974 | 0.0% | 0.12% | -3.8% |
Q2 2018 | $177,000 | +6.0% | 974 | 0.0% | 0.13% | +2.4% |
Q1 2018 | $167,000 | – | 974 | – | 0.13% | – |
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% |