VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $611,441 | -6.0% | 1,471 | +0.2% | 0.32% | -3.4% |
| Q2 2023 | $650,229 | +14.9% | 1,468 | 0.0% | 0.33% | +15.1% |
| Q1 2023 | $565,997 | +20.9% | 1,468 | +0.2% | 0.28% | +11.8% |
| Q4 2022 | $468,013 | +4.2% | 1,465 | +0.5% | 0.26% | +15.4% |
| Q3 2022 | $449,000 | -5.7% | 1,458 | 0.0% | 0.22% | +18.2% |
| Q2 2022 | $476,000 | -21.5% | 1,458 | +0.2% | 0.19% | +12.7% |
| Q1 2022 | $606,000 | -9.0% | 1,455 | +0.1% | 0.17% | +40.7% |
| Q4 2021 | $666,000 | +14.4% | 1,453 | +0.4% | 0.12% | +96.7% |
| Q3 2021 | $582,000 | +0.9% | 1,447 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $577,000 | +11.4% | 1,447 | +0.1% | 0.06% | +3.4% |
| Q1 2021 | $518,000 | +1.6% | 1,445 | +0.2% | 0.06% | -28.4% |
| Q4 2020 | $510,000 | +51.8% | 1,442 | +33.5% | 0.08% | +68.8% |
| Q3 2020 | $336,000 | +12.0% | 1,080 | +0.3% | 0.05% | -5.9% |
| Q2 2020 | $300,000 | +31.6% | 1,077 | +0.3% | 0.05% | -23.9% |
| Q1 2020 | $228,000 | – | 1,074 | – | 0.07% | – |
Download | ||||||
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% |