VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $207,093 | -19.7% | 648 | -22.9% | 0.05% | -35.7% |
Q3 2022 | $258,000 | -14.3% | 841 | -8.9% | 0.08% | -17.6% |
Q2 2022 | $301,000 | -13.5% | 923 | +10.5% | 0.10% | -1.0% |
Q1 2022 | $348,000 | -8.9% | 835 | +0.1% | 0.10% | -10.4% |
Q4 2021 | $382,000 | +9.1% | 834 | -4.4% | 0.12% | -12.2% |
Q3 2021 | $350,000 | -7.4% | 872 | -8.1% | 0.13% | -11.5% |
Q2 2021 | $378,000 | +5.0% | 949 | -5.5% | 0.15% | -8.6% |
Q1 2021 | $360,000 | -29.5% | 1,004 | -30.5% | 0.16% | -39.8% |
Q4 2020 | $511,000 | +10.1% | 1,444 | -3.0% | 0.27% | -10.3% |
Q3 2020 | $464,000 | -34.7% | 1,489 | -41.6% | 0.30% | -40.6% |
Q2 2020 | $711,000 | -16.2% | 2,550 | -36.2% | 0.50% | -32.7% |
Q1 2020 | $848,000 | -15.5% | 4,000 | -2.4% | 0.75% | +21.6% |
Q4 2019 | $1,004,000 | +13.6% | 4,100 | 0.0% | 0.62% | +5.5% |
Q3 2019 | $884,000 | +2.2% | 4,100 | 0.0% | 0.58% | -1.0% |
Q2 2019 | $865,000 | +5.1% | 4,100 | 0.0% | 0.59% | +1.2% |
Q1 2019 | $823,000 | +20.3% | 4,100 | 0.0% | 0.58% | +11.2% |
Q4 2018 | $684,000 | – | 4,100 | – | 0.52% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 135,603 | $48,612,000 | 18.72% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 118,204 | $42,375,000 | 12.06% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 35,668 | $12,781,000 | 11.50% |
Curtis Advisory Group, LLC | 69,130 | $24,782,000 | 10.98% |
MONUMENTAL FINANCIAL GROUP INC. | 31,801 | $11,400,000 | 10.88% |
Elwood & Goetz Wealth Advisory Group, LLC | 72,610 | $26,030,000 | 10.80% |
HORIZON FINANCIAL SERVICES, LLC | 33,553 | $12,028,000 | 10.54% |
Annex Advisory Services, LLC | 283,404 | $101,597,000 | 9.78% |
TRUST CO OF OKLAHOMA | 75,444 | $27,045,919,000 | 9.72% |
Madden Advisory Services, Inc. | 31,283 | $11,215,000 | 8.78% |