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 | $62,235 | -6.2% | 150 | 0.0% | 0.03% | -7.1% |
| Q2 2023 | $66,324 | +114251.7% | 150 | 0.0% | 0.03% | +7.7% |
| Q1 2023 | $58 | +20.8% | 150 | 0.0% | 0.03% | +13.0% |
| Q4 2022 | $48 | -99.9% | 150 | 0.0% | 0.02% | -37.8% |
| Q3 2022 | $46,000 | -6.1% | 150 | 0.0% | 0.04% | +85.0% |
| Q2 2022 | $49,000 | -21.0% | 150 | 0.0% | 0.02% | -16.7% |
| Q1 2022 | $62,000 | -10.1% | 150 | 0.0% | 0.02% | -20.0% |
| Q4 2021 | $69,000 | +15.0% | 150 | 0.0% | 0.03% | +7.1% |
| Q3 2021 | $60,000 | -69.2% | 150 | -69.3% | 0.03% | -70.2% |
| Q2 2021 | $195,000 | +11.4% | 488 | 0.0% | 0.09% | +19.0% |
| Q1 2021 | $175,000 | +1.7% | 488 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $172,000 | +13.2% | 488 | 0.0% | 0.08% | -7.1% |
| Q3 2020 | $152,000 | +11.8% | 488 | 0.0% | 0.08% | +1.2% |
| Q2 2020 | $136,000 | +14.3% | 488 | 0.0% | 0.08% | +9.1% |
| Q4 2019 | $119,000 | – | 488 | – | 0.08% | – |
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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% |