VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,224,217 | -6.3% | 2,951 | -0.1% | 0.52% | -3.0% |
Q2 2023 | $1,306,182 | +14.4% | 2,954 | -0.2% | 0.53% | +11.2% |
Q1 2023 | $1,141,413 | +19.5% | 2,961 | -1.0% | 0.48% | +49.5% |
Q4 2022 | $955,338 | +4.0% | 2,991 | 0.0% | 0.32% | -25.0% |
Q3 2022 | $919,000 | -19.3% | 2,991 | 0.0% | 0.43% | +1.7% |
Q2 2022 | $1,139,000 | -16.2% | 2,991 | -8.3% | 0.42% | -3.0% |
Q1 2022 | $1,359,000 | -1.2% | 3,262 | +8.6% | 0.43% | +47.6% |
Q4 2021 | $1,376,000 | +3.8% | 3,003 | +0.2% | 0.29% | -7.3% |
Q3 2021 | $1,325,000 | +10.5% | 2,997 | -0.3% | 0.32% | -13.9% |
Q2 2021 | $1,199,000 | +4.8% | 3,007 | -5.8% | 0.37% | -5.2% |
Q1 2021 | $1,144,000 | -3.1% | 3,192 | -3.9% | 0.39% | -4.9% |
Q4 2020 | $1,181,000 | +13.6% | 3,323 | -0.5% | 0.41% | -24.3% |
Q3 2020 | $1,040,000 | +16.7% | 3,340 | +4.4% | 0.54% | -13.2% |
Q2 2020 | $891,000 | +30.5% | 3,198 | -0.8% | 0.62% | +10.9% |
Q1 2020 | $683,000 | -33.6% | 3,223 | -23.2% | 0.56% | -5.2% |
Q4 2019 | $1,028,000 | -34.2% | 4,199 | -42.0% | 0.59% | -41.9% |
Q3 2019 | $1,562,000 | -11.3% | 7,245 | -17.5% | 1.02% | -15.1% |
Q2 2019 | $1,761,000 | 0.0% | 8,778 | 0.0% | 1.20% | 0.0% |
Q1 2019 | $1,761,000 | +19.2% | 8,778 | -0.8% | 1.20% | +0.5% |
Q4 2018 | $1,477,000 | – | 8,852 | – | 1.19% | – |
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% |