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 | $597,151 | -6.5% | 1,445 | +0.1% | 0.11% | -4.5% |
| Q2 2023 | $638,360 | +21.9% | 1,444 | +6.3% | 0.11% | +14.3% |
| Q1 2023 | $523,750 | -4.2% | 1,359 | -20.6% | 0.10% | -13.3% |
| Q4 2022 | $546,855 | +0.5% | 1,712 | -3.3% | 0.11% | -9.6% |
| Q3 2022 | $544,000 | -5.9% | 1,771 | 0.0% | 0.12% | +2.5% |
| Q2 2022 | $578,000 | -38.5% | 1,771 | -36.8% | 0.12% | -27.8% |
| Q1 2022 | $940,000 | +8.2% | 2,800 | +47.6% | 0.17% | +11.2% |
| Q4 2021 | $869,000 | +20.5% | 1,897 | +5.6% | 0.15% | -13.1% |
| Q3 2021 | $721,000 | +0.6% | 1,797 | 0.0% | 0.18% | -3.8% |
| Q2 2021 | $717,000 | +8.3% | 1,797 | -2.8% | 0.18% | -0.5% |
| Q1 2021 | $662,000 | +1.8% | 1,848 | +0.5% | 0.18% | -2.7% |
| Q4 2020 | $650,000 | – | 1,838 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 133,321 | $41,523,000 | 18.90% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 149,149 | $46,452,000 | 14.83% |
| Curtis Advisory Group, LLC | 69,130 | $21,531,000 | 12.70% |
| Annex Advisory Services, LLC | 312,610 | $97,362,000 | 12.41% |
| MFA WEALTH ADVISORS, LLC | 35,752 | $11,135,000 | 11.83% |
| Elwood & Goetz Wealth Advisory Group, LLC | 67,683 | $21,080,000 | 11.36% |
| HORIZON FINANCIAL SERVICES, LLC | 34,545 | $10,759,000 | 10.45% |
| TRUST CO OF OKLAHOMA | 79,004 | $24,605,796,000 | 10.13% |
| Tatro Capital, LLC | 27,217 | $8,477,000 | 9.69% |
| Madden Advisory Services, Inc. | 31,414 | $9,783,000 | 9.32% |