VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 756 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,010,361 | -4.8% | 12,076 | +1.5% | 0.42% | -5.8% |
Q2 2023 | $5,262,240 | +15.5% | 11,901 | +0.7% | 0.45% | +5.9% |
Q1 2023 | $4,554,412 | +20.6% | 11,815 | -0.1% | 0.42% | +9.8% |
Q4 2022 | $3,776,884 | -50.0% | 11,824 | -51.9% | 0.39% | -10.9% |
Q3 2022 | $7,560,000 | +6.8% | 24,591 | +13.6% | 0.43% | +6.7% |
Q2 2022 | $7,079,000 | -53.7% | 21,656 | -41.0% | 0.41% | -45.2% |
Q1 2022 | $15,277,000 | +43.2% | 36,680 | +57.5% | 0.74% | -29.6% |
Q4 2021 | $10,665,000 | +17.4% | 23,296 | +2.3% | 1.05% | +12.7% |
Q2 2021 | $9,083,000 | +16.8% | 22,766 | +4.9% | 0.93% | -10.7% |
Q1 2021 | $7,778,000 | -0.4% | 21,696 | -1.7% | 1.05% | -8.7% |
Q4 2020 | $7,808,000 | +13.8% | 22,070 | +0.2% | 1.15% | +2.2% |
Q3 2020 | $6,863,000 | +15.7% | 22,032 | +3.6% | 1.12% | +4.3% |
Q2 2020 | $5,930,000 | +51.2% | 21,276 | +14.8% | 1.08% | +19.4% |
Q1 2020 | $3,922,000 | -52.8% | 18,529 | -45.4% | 0.90% | -28.5% |
Q4 2019 | $8,302,000 | +28.2% | 33,908 | +12.9% | 1.26% | -6.7% |
Q3 2019 | $6,476,000 | +2.0% | 30,029 | -0.3% | 1.35% | +61.6% |
Q2 2019 | $6,351,000 | +13.2% | 30,127 | +7.5% | 0.83% | -33.2% |
Q1 2019 | $5,610,000 | +24.1% | 28,020 | +3.6% | 1.25% | +2.7% |
Q4 2018 | $4,521,000 | – | 27,058 | – | 1.22% | – |
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% |