VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 756 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $686,039 | -9.4% | 1,650 | -3.5% | 0.16% | -2.5% |
Q2 2023 | $757,249 | +14.9% | 1,710 | 0.0% | 0.16% | +15.1% |
Q1 2023 | $659,154 | +20.7% | 1,710 | 0.0% | 0.14% | +24.1% |
Q4 2022 | $546,191 | -11.3% | 1,710 | -14.5% | 0.11% | -20.6% |
Q3 2022 | $616,000 | -5.7% | 2,000 | 0.0% | 0.14% | -13.5% |
Q2 2022 | $653,000 | -21.6% | 2,000 | 0.0% | 0.16% | -8.4% |
Q1 2022 | $833,000 | -9.1% | 2,000 | 0.0% | 0.18% | +2.3% |
Q4 2021 | $916,000 | +13.9% | 2,000 | 0.0% | 0.17% | -10.3% |
Q3 2021 | $804,000 | -4.2% | 2,000 | -5.0% | 0.19% | -18.5% |
Q2 2021 | $839,000 | +11.1% | 2,105 | 0.0% | 0.24% | +1.3% |
Q1 2021 | $755,000 | +1.3% | 2,105 | 0.0% | 0.24% | +4.9% |
Q4 2020 | $745,000 | +13.6% | 2,105 | 0.0% | 0.22% | -38.8% |
Q3 2020 | $656,000 | +11.8% | 2,105 | 0.0% | 0.37% | +3.4% |
Q2 2020 | $587,000 | +31.6% | 2,105 | 0.0% | 0.35% | +20.8% |
Q1 2020 | $446,000 | -13.4% | 2,105 | 0.0% | 0.29% | +41.5% |
Q4 2019 | $515,000 | – | 2,105 | – | 0.21% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CMC Financial Group | 159,205 | $44,372,000 | 33.00% |
Stuart Chaussee & Associates, Inc. | 129,401 | $36,065,000 | 18.80% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 148,829 | $41,480,000 | 14.87% |
Curtis Advisory Group, LLC | 69,130 | $19,267,000 | 13.82% |
Annex Advisory Services, LLC | 310,669 | $86,587,000 | 12.07% |
Elwood & Goetz Wealth Advisory Group, LLC | 67,005 | $18,675,000 | 11.40% |
Tatro Capital, LLC | 26,415 | $7,362,000 | 10.56% |
CABANA LLC | 394,461 | $109,940,000 | 10.10% |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 198,900 | $55,436,000 | 9.01% |
Madden Advisory Services, Inc. | 31,125 | $8,674,000 | 9.00% |