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 | $13,709,515 | -6.0% | 33,043 | +0.1% | 0.28% | -5.1% |
Q2 2023 | $14,591,779 | +13.9% | 33,001 | -0.7% | 0.29% | -1.0% |
Q1 2023 | $12,809,428 | +21.8% | 33,231 | +0.9% | 0.30% | +0.7% |
Q4 2022 | $10,517,791 | +5.0% | 32,929 | +1.1% | 0.30% | +7.3% |
Q3 2022 | $10,015,000 | -5.7% | 32,582 | +0.2% | 0.28% | -14.6% |
Q2 2022 | $10,616,000 | -21.6% | 32,510 | +0.0% | 0.32% | 0.0% |
Q1 2022 | $13,533,000 | -12.5% | 32,494 | -3.8% | 0.32% | -10.1% |
Q4 2021 | $15,471,000 | +15.2% | 33,766 | +0.9% | 0.36% | +0.6% |
Q3 2021 | $13,426,000 | +0.7% | 33,456 | +0.0% | 0.36% | -9.2% |
Q2 2021 | $13,338,000 | +28.7% | 33,446 | +15.7% | 0.39% | -8.4% |
Q1 2021 | $10,363,000 | +1.6% | 28,906 | +0.3% | 0.43% | -5.5% |
Q4 2020 | $10,195,000 | +10.3% | 28,817 | -2.9% | 0.45% | -8.9% |
Q3 2020 | $9,247,000 | +8.6% | 29,690 | -2.8% | 0.50% | -10.1% |
Q2 2020 | $8,516,000 | +30.8% | 30,556 | -0.6% | 0.55% | +5.7% |
Q1 2020 | $6,513,000 | -39.8% | 30,736 | -30.5% | 0.52% | -44.9% |
Q4 2019 | $10,822,000 | – | 44,199 | – | 0.95% | – |
Download |
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% |