VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 812 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531,902 | -7.0% | 1,282 | -0.9% | 0.41% | 0.0% |
| Q2 2023 | $571,713 | +14.9% | 1,293 | +0.2% | 0.41% | +10.5% |
| Q1 2023 | $497,642 | +21.3% | 1,291 | +0.5% | 0.37% | +11.3% |
| Q4 2022 | $410,122 | +2.3% | 1,284 | -1.5% | 0.34% | -6.4% |
| Q3 2022 | $401,000 | -3.8% | 1,304 | +2.2% | 0.36% | +3.5% |
| Q2 2022 | $417,000 | -18.9% | 1,276 | +3.4% | 0.35% | -3.9% |
| Q1 2022 | $514,000 | +1.2% | 1,234 | +11.4% | 0.36% | +6.8% |
| Q4 2021 | $508,000 | +20.7% | 1,108 | +5.7% | 0.34% | +10.1% |
| Q3 2021 | $421,000 | 0.0% | 1,048 | -0.7% | 0.31% | +1.0% |
| Q2 2021 | $421,000 | +11.4% | 1,055 | 0.0% | 0.30% | +3.1% |
| Q1 2021 | $378,000 | -1.0% | 1,055 | -2.3% | 0.29% | -4.2% |
| Q4 2020 | $382,000 | +12.7% | 1,080 | -0.6% | 0.31% | -0.3% |
| Q3 2020 | $339,000 | +2.4% | 1,087 | -8.5% | 0.31% | -6.1% |
| Q2 2020 | $331,000 | +30.8% | 1,188 | -0.4% | 0.33% | +6.1% |
| Q1 2020 | $253,000 | -12.8% | 1,193 | +0.8% | 0.31% | +16.2% |
| Q4 2019 | $290,000 | +17.9% | 1,183 | +3.5% | 0.27% | +9.0% |
| Q3 2019 | $246,000 | +3.8% | 1,143 | +1.8% | 0.24% | +2.5% |
| Q2 2019 | $237,000 | +0.4% | 1,123 | -4.7% | 0.24% | -3.3% |
| Q1 2019 | $236,000 | – | 1,178 | – | 0.25% | – |
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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% |