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 | $5,845,111 | +14.6% | 14,088 | +22.2% | 0.02% | +13.6% |
Q2 2023 | $5,098,547 | +7.7% | 11,531 | -6.1% | 0.02% | 0.0% |
Q1 2023 | $4,733,572 | +3.0% | 12,280 | -14.7% | 0.02% | 0.0% |
Q4 2022 | $4,596,310 | -37.1% | 14,390 | -39.5% | 0.02% | -43.6% |
Q3 2022 | $7,305,000 | +68.6% | 23,767 | +79.1% | 0.04% | +77.3% |
Q2 2022 | $4,333,000 | -25.7% | 13,269 | -5.2% | 0.02% | -15.4% |
Q1 2022 | $5,828,000 | -14.2% | 13,995 | -5.6% | 0.03% | -10.3% |
Q4 2021 | $6,791,000 | +47.8% | 14,821 | +29.4% | 0.03% | +38.1% |
Q3 2021 | $4,596,000 | +39.7% | 11,453 | +38.9% | 0.02% | +31.2% |
Q2 2021 | $3,289,000 | – | 8,247 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 75,583 | $30,331,000 | 47.26% |
Marks Wealth, LLC | 141,818 | $56,910,000 | 18.59% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 116,116 | $46,597,000 | 12.22% |
Kinloch Capital, LLC | 42,638 | $17,110,000 | 12.08% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 36,534 | $14,661,000 | 11.69% |
TRUST CO OF OKLAHOMA | 72,745 | $29,191,841,000 | 10.44% |
Curtis Advisory Group, LLC | 69,280 | $27,801,000 | 10.10% |
CABANA LLC | 6,319 | $2,744,000 | 9.78% |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 197,245 | $79,153,000 | 9.52% |
Annex Advisory Services, LLC | 263,679 | $105,792,000 | 8.65% |