VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $887,212 | +10.3% | 2,192 | +4.8% | 0.34% | +7.6% |
| Q1 2023 | $804,081 | +93.8% | 2,092 | +55.0% | 0.31% | +58.6% |
| Q3 2022 | $415,000 | -55.6% | 1,350 | -52.8% | 0.20% | -63.9% |
| Q2 2022 | $935,000 | +59.3% | 2,863 | +102.9% | 0.55% | +111.2% |
| Q1 2022 | $587,000 | -9.8% | 1,411 | -0.8% | 0.26% | -14.2% |
| Q4 2021 | $651,000 | +19.2% | 1,423 | +4.6% | 0.30% | +11.0% |
| Q3 2021 | $546,000 | +87.6% | 1,361 | +67.4% | 0.27% | +90.9% |
| Q1 2021 | $291,000 | +1.0% | 813 | 0.0% | 0.14% | -11.7% |
| Q4 2020 | $288,000 | +13.8% | 813 | 0.0% | 0.16% | -10.5% |
| Q3 2020 | $253,000 | +11.5% | 813 | 0.0% | 0.18% | 0.0% |
| Q2 2020 | $227,000 | +100.9% | 813 | +44.4% | 0.18% | +72.4% |
| Q1 2019 | $113,000 | +20.2% | 563 | 0.0% | 0.10% | -10.3% |
| Q4 2018 | $94,000 | – | 563 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 133,321 | $41,523,000 | 18.90% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 149,149 | $46,452,000 | 14.83% |
| Curtis Advisory Group, LLC | 69,130 | $21,531,000 | 12.70% |
| Annex Advisory Services, LLC | 312,610 | $97,362,000 | 12.41% |
| MFA WEALTH ADVISORS, LLC | 35,752 | $11,135,000 | 11.83% |
| Elwood & Goetz Wealth Advisory Group, LLC | 67,683 | $21,080,000 | 11.36% |
| HORIZON FINANCIAL SERVICES, LLC | 34,545 | $10,759,000 | 10.45% |
| TRUST CO OF OKLAHOMA | 79,004 | $24,605,796,000 | 10.13% |
| Tatro Capital, LLC | 27,217 | $8,477,000 | 9.69% |
| Madden Advisory Services, Inc. | 31,414 | $9,783,000 | 9.32% |