VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $220,196 | +14.7% | 498 | 0.0% | 0.18% | +15.7% |
| Q1 2023 | $191,964 | +120632.1% | 498 | 0.0% | 0.15% | +28.6% |
| Q4 2022 | $159 | -99.9% | 498 | -8.6% | 0.12% | -8.5% |
| Q3 2022 | $168,000 | -5.6% | 545 | 0.0% | 0.13% | +7.4% |
| Q2 2022 | $178,000 | -23.9% | 545 | -2.9% | 0.12% | -14.8% |
| Q1 2022 | $234,000 | -16.4% | 561 | -8.3% | 0.14% | -16.0% |
| Q4 2021 | $280,000 | +13.8% | 612 | 0.0% | 0.17% | +2.4% |
| Q3 2021 | $246,000 | +0.8% | 612 | 0.0% | 0.16% | -1.2% |
| Q2 2021 | $244,000 | +9.4% | 612 | -1.6% | 0.17% | -1.8% |
| Q1 2021 | $223,000 | +1.4% | 622 | 0.0% | 0.17% | -10.1% |
| Q4 2020 | $220,000 | +7.8% | 622 | -5.0% | 0.19% | -2.6% |
| Q3 2020 | $204,000 | +10.3% | 655 | -1.1% | 0.19% | -3.0% |
| Q2 2020 | $185,000 | +32.1% | 662 | 0.0% | 0.20% | +13.6% |
| Q1 2020 | $140,000 | -19.5% | 662 | -6.8% | 0.18% | +2.3% |
| Q4 2019 | $174,000 | -42.2% | 710 | -49.6% | 0.17% | -40.3% |
| Q3 2019 | $301,000 | -2.3% | 1,410 | 0.0% | 0.29% | 0.0% |
| Q2 2019 | $308,000 | -7.5% | 1,410 | -15.1% | 0.29% | -9.4% |
| Q1 2019 | $333,000 | +11.4% | 1,660 | 0.0% | 0.32% | +8.9% |
| Q4 2018 | $299,000 | – | 1,660 | – | 0.29% | – |
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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% |