VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $702,426 | -6.2% | 1,693 | 0.0% | 0.06% | 0.0% |
Q2 2023 | $748,577 | +14.7% | 1,693 | 0.0% | 0.06% | +1.7% |
Q1 2023 | $652,601 | +20.7% | 1,693 | 0.0% | 0.06% | +27.7% |
Q4 2022 | $540,761 | +0.9% | 1,693 | -2.9% | 0.05% | -11.3% |
Q3 2022 | $536,000 | -5.8% | 1,743 | 0.0% | 0.05% | -7.0% |
Q2 2022 | $569,000 | -21.6% | 1,743 | -0.1% | 0.06% | -10.9% |
Q1 2022 | $726,000 | -12.6% | 1,744 | -3.8% | 0.06% | +4.9% |
Q4 2021 | $831,000 | +22.4% | 1,813 | +7.1% | 0.06% | +8.9% |
Q3 2021 | $679,000 | -6.3% | 1,693 | -6.9% | 0.06% | -6.7% |
Q2 2021 | $725,000 | +16.9% | 1,819 | +5.2% | 0.06% | +5.3% |
Q1 2021 | $620,000 | +1.3% | 1,729 | 0.0% | 0.06% | +7.5% |
Q4 2020 | $612,000 | +13.3% | 1,729 | -0.3% | 0.05% | -10.2% |
Q3 2020 | $540,000 | +12.0% | 1,734 | +0.3% | 0.06% | +3.5% |
Q2 2020 | $482,000 | +31.7% | 1,729 | 0.0% | 0.06% | +18.8% |
Q1 2020 | $366,000 | -30.8% | 1,729 | -20.0% | 0.05% | -4.0% |
Q4 2019 | $529,000 | -12.1% | 2,161 | -22.7% | 0.05% | -19.4% |
Q3 2019 | $602,000 | +38.1% | 2,795 | +35.1% | 0.06% | +5.1% |
Q2 2019 | $436,000 | -47.5% | 2,069 | -50.0% | 0.06% | 0.0% |
Q1 2019 | $830,000 | -28.0% | 4,138 | -65.9% | 0.06% | -29.8% |
Q4 2018 | $1,153,000 | – | 12,122 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 135,603 | $48,612,000 | 18.72% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 118,204 | $42,375,000 | 12.06% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 35,668 | $12,781,000 | 11.50% |
Curtis Advisory Group, LLC | 69,130 | $24,782,000 | 10.98% |
MONUMENTAL FINANCIAL GROUP INC. | 31,801 | $11,400,000 | 10.88% |
Elwood & Goetz Wealth Advisory Group, LLC | 72,610 | $26,030,000 | 10.80% |
HORIZON FINANCIAL SERVICES, LLC | 33,553 | $12,028,000 | 10.54% |
Annex Advisory Services, LLC | 283,404 | $101,597,000 | 9.78% |
TRUST CO OF OKLAHOMA | 75,444 | $27,045,919,000 | 9.72% |
Madden Advisory Services, Inc. | 31,283 | $11,215,000 | 8.78% |