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 | $26,139 | -6.2% | 63 | 0.0% | 0.01% | -12.5% |
Q2 2023 | $27,856 | +32.6% | 63 | 0.0% | 0.01% | +14.3% |
Q2 2022 | $21,000 | -19.2% | 63 | 0.0% | 0.01% | -12.5% |
Q1 2022 | $26,000 | -10.3% | 63 | 0.0% | 0.01% | -11.1% |
Q4 2021 | $29,000 | +16.0% | 63 | 0.0% | 0.01% | +12.5% |
Q3 2021 | $25,000 | 0.0% | 63 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $25,000 | +8.7% | 63 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $23,000 | +4.5% | 63 | 0.0% | 0.01% | -11.1% |
Q4 2020 | $22,000 | +10.0% | 63 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $20,000 | +11.1% | 63 | 0.0% | 0.01% | +12.5% |
Q2 2020 | $18,000 | -18.2% | 63 | -39.4% | 0.01% | -27.3% |
Q1 2020 | $22,000 | +69.2% | 104 | +100.0% | 0.01% | +120.0% |
Q4 2019 | $13,000 | +30.0% | 52 | +15.6% | 0.01% | 0.0% |
Q3 2019 | $10,000 | -9.1% | 45 | -10.0% | 0.01% | 0.0% |
Q2 2019 | $11,000 | -21.4% | 50 | -30.6% | 0.01% | -28.6% |
Q1 2019 | $14,000 | +16.7% | 72 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $12,000 | – | 72 | – | 0.01% | – |
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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% |