VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,048,452 | -6.2% | 2,527 | 0.0% | 0.29% | -4.3% |
| Q2 2023 | $1,117,338 | +14.7% | 2,527 | 0.0% | 0.30% | +4.5% |
| Q1 2023 | $974,083 | +20.7% | 2,527 | 0.0% | 0.29% | +9.5% |
| Q4 2022 | $807,149 | +3.9% | 2,527 | 0.0% | 0.26% | -5.7% |
| Q3 2022 | $777,000 | -5.8% | 2,527 | 0.0% | 0.28% | -1.1% |
| Q2 2022 | $825,000 | -21.3% | 2,527 | +0.4% | 0.28% | -10.2% |
| Q1 2022 | $1,048,000 | -9.3% | 2,516 | -0.2% | 0.32% | -8.2% |
| Q4 2021 | $1,155,000 | +19.2% | 2,520 | +4.3% | 0.34% | +4.6% |
| Q3 2021 | $969,000 | +0.6% | 2,415 | 0.0% | 0.33% | -2.1% |
| Q2 2021 | $963,000 | +11.2% | 2,415 | 0.0% | 0.34% | 0.0% |
| Q1 2021 | $866,000 | +1.4% | 2,415 | 0.0% | 0.34% | -6.7% |
| Q4 2020 | $854,000 | +13.6% | 2,415 | 0.0% | 0.36% | 0.0% |
| Q3 2020 | $752,000 | +11.7% | 2,415 | 0.0% | 0.36% | +1.1% |
| Q2 2020 | $673,000 | +27.5% | 2,415 | -3.1% | 0.36% | +5.0% |
| Q1 2020 | $528,000 | -13.4% | 2,493 | 0.0% | 0.34% | +1.5% |
| Q4 2019 | $610,000 | +25.5% | 2,493 | +10.7% | 0.33% | +13.3% |
| Q3 2019 | $486,000 | +2.3% | 2,253 | 0.0% | 0.29% | +3.2% |
| Q2 2019 | $475,000 | +5.1% | 2,253 | 0.0% | 0.28% | -3.4% |
| Q1 2019 | $452,000 | +20.2% | 2,253 | 0.0% | 0.30% | +8.9% |
| Q4 2018 | $376,000 | – | 2,253 | – | 0.27% | – |
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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% |