VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,119,957 | -4.3% | 9,930 | +2.0% | 0.43% | -6.1% |
| Q2 2023 | $4,303,985 | +14.7% | 9,734 | 0.0% | 0.46% | +2.5% |
| Q1 2023 | $3,752,165 | +20.7% | 9,734 | 0.0% | 0.45% | +13.5% |
| Q4 2022 | $3,109,137 | +524.3% | 9,734 | +500.9% | 0.39% | +425.3% |
| Q3 2022 | $498,000 | +4.2% | 1,620 | +10.7% | 0.08% | +1.4% |
| Q2 2022 | $478,000 | +43.1% | 1,463 | +82.2% | 0.07% | +54.2% |
| Q1 2022 | $334,000 | +14.4% | 803 | +25.9% | 0.05% | +17.1% |
| Q4 2021 | $292,000 | +14.1% | 638 | 0.0% | 0.04% | +2.5% |
| Q3 2021 | $256,000 | +509.5% | 638 | +219.0% | 0.04% | +263.6% |
| Q1 2020 | $42,000 | -14.3% | 200 | 0.0% | 0.01% | +10.0% |
| Q4 2019 | $49,000 | +14.0% | 200 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $43,000 | +2.4% | 200 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $42,000 | +5.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $40,000 | +21.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $33,000 | – | 200 | – | 0.01% | – |
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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% |