VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $324,867 | +5.0% | 783 | +11.9% | 0.13% | +8.1% |
Q2 2023 | $309,512 | +10.1% | 700 | -4.0% | 0.12% | +10.7% |
Q1 2023 | $281,008 | +21.7% | 729 | +0.8% | 0.11% | +16.7% |
Q4 2022 | $230,933 | -0.5% | 723 | +1.7% | 0.10% | -3.0% |
Q3 2022 | $232,000 | 0.0% | 711 | 0.0% | 0.10% | 0.0% |
Q2 2022 | $232,000 | -24.9% | 711 | -4.0% | 0.10% | -14.7% |
Q1 2022 | $309,000 | -15.8% | 741 | -7.5% | 0.12% | -15.3% |
Q4 2021 | $367,000 | +36.4% | 801 | +19.4% | 0.14% | +37.0% |
Q3 2021 | $269,000 | -0.4% | 671 | -0.7% | 0.10% | +2.0% |
Q2 2021 | $270,000 | +13.0% | 676 | +1.5% | 0.10% | +1.0% |
Q1 2021 | $239,000 | +3.0% | 666 | +1.5% | 0.10% | -4.9% |
Q4 2020 | $232,000 | +15.4% | 656 | +1.7% | 0.10% | -1.0% |
Q3 2020 | $201,000 | +91.4% | 645 | +26.7% | 0.10% | +53.7% |
Q1 2019 | $105,000 | +23.5% | 509 | 0.0% | 0.07% | +3.1% |
Q4 2018 | $85,000 | – | 509 | – | 0.06% | – |
Download |
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% |