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 | $676,192 | -6.2% | 1,630 | 0.0% | 0.11% | -28.4% |
| Q2 2023 | $720,619 | +7.6% | 1,630 | -6.2% | 0.16% | +0.6% |
| Q1 2023 | $669,472 | +20.7% | 1,737 | 0.0% | 0.15% | +17.6% |
| Q4 2022 | $554,669 | +3.9% | 1,737 | +0.1% | 0.13% | -13.2% |
| Q3 2022 | $534,000 | -5.8% | 1,736 | 0.0% | 0.15% | -5.0% |
| Q2 2022 | $567,000 | +6987.5% | 1,736 | +4240.0% | 0.16% | +3875.0% |
| Q1 2019 | $8,000 | – | 40 | – | 0.00% | – |
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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% |