VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $719,469 | +45.0% | 1,735 | +54.5% | 0.22% | +50.3% |
| Q2 2023 | $496,189 | +14.7% | 1,123 | +0.1% | 0.15% | +3.5% |
| Q1 2023 | $432,571 | +47.2% | 1,122 | +22.0% | 0.14% | +34.0% |
| Q4 2022 | $293,880 | +3.8% | 920 | +0.1% | 0.11% | -7.0% |
| Q3 2022 | $283,000 | +1.8% | 919 | +7.9% | 0.11% | +3.6% |
| Q2 2022 | $278,000 | -21.7% | 852 | 0.0% | 0.11% | -1.8% |
| Q1 2022 | $355,000 | -24.3% | 852 | -16.7% | 0.11% | -29.1% |
| Q4 2021 | $469,000 | -23.9% | 1,023 | -33.3% | 0.16% | -46.6% |
| Q3 2021 | $616,000 | +3.7% | 1,534 | +3.0% | 0.30% | +27.6% |
| Q2 2021 | $594,000 | +12.3% | 1,489 | +1.0% | 0.23% | +3.6% |
| Q1 2021 | $529,000 | +1.3% | 1,474 | 0.0% | 0.22% | -6.7% |
| Q4 2020 | $522,000 | +111.3% | 1,474 | +85.9% | 0.24% | +73.9% |
| Q3 2020 | $247,000 | – | 793 | – | 0.14% | – |
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% |