VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,615,015 | -6.0% | 6,303 | +0.2% | 0.26% | -3.8% |
| Q2 2023 | $2,781,291 | +16.6% | 6,290 | +1.6% | 0.26% | +6.4% |
| Q1 2023 | $2,385,765 | -0.4% | 6,189 | -17.5% | 0.25% | -4.2% |
| Q4 2022 | $2,396,137 | +15.7% | 7,502 | +11.4% | 0.26% | +13.5% |
| Q3 2022 | $2,071,000 | -6.2% | 6,737 | -0.3% | 0.23% | -0.4% |
| Q2 2022 | $2,207,000 | -23.2% | 6,759 | -2.1% | 0.23% | -10.5% |
| Q1 2022 | $2,875,000 | -6.8% | 6,903 | +2.5% | 0.26% | -5.5% |
| Q4 2021 | $3,084,000 | +6.1% | 6,732 | -0.5% | 0.27% | +4.6% |
| Q3 2021 | $2,906,000 | +475.4% | 6,768 | +379.7% | 0.26% | +326.2% |
| Q1 2021 | $505,000 | +25.3% | 1,411 | +23.9% | 0.06% | +15.1% |
| Q4 2020 | $403,000 | +9.5% | 1,139 | -3.6% | 0.05% | -20.9% |
| Q3 2020 | $368,000 | -64.6% | 1,181 | -76.0% | 0.07% | -78.5% |
| Q1 2020 | $1,041,000 | -27.3% | 4,912 | -16.0% | 0.31% | -19.2% |
| Q4 2019 | $1,432,000 | – | 5,848 | – | 0.39% | – |
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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% |