VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,529,620 | -61.2% | 3,687 | -58.7% | 0.08% | -59.5% |
| Q2 2023 | $3,944,217 | +95.0% | 8,920 | +70.0% | 0.19% | +53.2% |
| Q1 2023 | $2,022,692 | +68.0% | 5,247 | +39.2% | 0.12% | +45.9% |
| Q4 2022 | $1,204,126 | +44.7% | 3,770 | +39.2% | 0.08% | +23.2% |
| Q3 2022 | $832,000 | -12.2% | 2,708 | -6.7% | 0.07% | -12.7% |
| Q2 2022 | $948,000 | -18.1% | 2,902 | +4.5% | 0.08% | -3.7% |
| Q1 2022 | $1,157,000 | +19.9% | 2,778 | +32.0% | 0.08% | +13.9% |
| Q4 2021 | $965,000 | +228.2% | 2,105 | +187.6% | 0.07% | +80.0% |
| Q3 2021 | $294,000 | +14.0% | 732 | +13.0% | 0.04% | -13.0% |
| Q2 2021 | $258,000 | +19.4% | 648 | +7.6% | 0.05% | +9.5% |
| Q1 2021 | $216,000 | – | 602 | – | 0.04% | – |
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% |