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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 75,583 | $30,331,000 | 47.26% |
| Marks Wealth, LLC | 141,818 | $56,910,000 | 18.59% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 116,116 | $46,597,000 | 12.22% |
| Kinloch Capital, LLC | 42,638 | $17,110,000 | 12.08% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 36,534 | $14,661,000 | 11.69% |
| TRUST CO OF OKLAHOMA | 72,745 | $29,191,841,000 | 10.44% |
| Curtis Advisory Group, LLC | 69,280 | $27,801,000 | 10.10% |
| CABANA LLC | 6,319 | $2,744,000 | 9.78% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 197,245 | $79,153,000 | 9.52% |
| Annex Advisory Services, LLC | 263,679 | $105,792,000 | 8.65% |