VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,192 | -6.0% | 1,958 | +0.2% | 0.48% | -1.0% |
| Q2 2023 | $864,365 | +14.7% | 1,955 | 0.0% | 0.49% | +13.0% |
| Q1 2023 | $753,543 | +20.8% | 1,955 | +0.2% | 0.43% | +19.7% |
| Q4 2022 | $623,608 | +4.5% | 1,952 | +0.4% | 0.36% | 0.0% |
| Q3 2022 | $597,000 | -6.0% | 1,944 | 0.0% | 0.36% | -5.0% |
| Q2 2022 | $635,000 | -21.4% | 1,944 | +0.2% | 0.38% | -5.5% |
| Q1 2022 | $808,000 | -12.8% | 1,941 | -4.1% | 0.40% | -8.7% |
| Q4 2021 | $927,000 | +13.2% | 2,023 | -0.9% | 0.44% | +7.6% |
| Q3 2021 | $819,000 | -2.2% | 2,041 | -2.8% | 0.41% | -1.9% |
| Q2 2021 | $837,000 | +9.6% | 2,100 | -1.5% | 0.42% | +13.7% |
| Q1 2021 | $764,000 | +1.3% | 2,131 | 0.0% | 0.37% | -2.9% |
| Q4 2020 | $754,000 | – | 2,131 | – | 0.38% | – |
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% |