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 | $622,350 | -0.5% | 1,500 | 0.0% | 0.07% | -6.7% |
| Q2 2023 | $625,320 | +5.6% | 1,500 | -2.3% | 0.08% | +5.6% |
| Q1 2023 | $592,082 | +3.5% | 1,536 | -14.2% | 0.07% | -5.3% |
| Q4 2022 | $572,063 | +4.0% | 1,791 | 0.0% | 0.08% | -18.5% |
| Q3 2022 | $550,000 | +7.2% | 1,791 | +13.9% | 0.09% | -13.2% |
| Q2 2022 | $513,000 | -17.9% | 1,572 | +4.8% | 0.11% | -3.6% |
| Q1 2022 | $625,000 | -23.4% | 1,500 | -15.7% | 0.11% | -16.7% |
| Q4 2021 | $816,000 | +35.5% | 1,780 | +18.7% | 0.13% | +11.9% |
| Q3 2021 | $602,000 | +0.7% | 1,500 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $598,000 | +8.9% | 1,500 | 0.0% | 0.12% | +3.5% |
| Q1 2021 | $549,000 | +3.4% | 1,500 | 0.0% | 0.11% | -10.2% |
| Q4 2020 | $531,000 | – | 1,500 | – | 0.13% | – |
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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% |