VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $382,360 | +16.7% | 790 | 0.0% | 0.33% | +6.8% |
| Q3 2023 | $327,771 | -6.2% | 790 | 0.0% | 0.31% | -1.9% |
| Q2 2023 | $349,306 | +14.7% | 790 | 0.0% | 0.31% | +11.3% |
| Q1 2023 | $304,521 | +20.7% | 790 | 0.0% | 0.28% | +13.7% |
| Q4 2022 | $252,334 | +3.8% | 790 | 0.0% | 0.25% | -0.4% |
| Q3 2022 | $243,000 | -5.8% | 790 | 0.0% | 0.25% | -0.8% |
| Q2 2022 | $258,000 | -21.6% | 790 | 0.0% | 0.25% | -13.7% |
| Q1 2022 | $329,000 | -9.1% | 790 | 0.0% | 0.29% | -3.3% |
| Q4 2021 | $362,000 | +14.2% | 790 | 0.0% | 0.30% | +6.4% |
| Q3 2021 | $317,000 | +0.6% | 790 | 0.0% | 0.28% | -1.0% |
| Q2 2021 | $315,000 | +11.3% | 790 | 0.0% | 0.29% | +13.9% |
| Q1 2021 | $283,000 | +1.4% | 790 | 0.0% | 0.25% | -1.2% |
| Q4 2020 | $279,000 | +13.4% | 790 | 0.0% | 0.25% | +1.2% |
| Q3 2020 | $246,000 | +11.8% | 790 | 0.0% | 0.25% | +6.8% |
| Q2 2020 | $220,000 | – | 790 | – | 0.24% | – |
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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% |