VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 742 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $915 | +1.6% | 2,206 | +8.3% | 0.19% | -2.1% |
| Q2 2023 | $901 | +60.0% | 2,037 | +39.4% | 0.20% | +39.3% |
| Q1 2023 | $563 | +19.5% | 1,461 | -0.8% | 0.14% | +12.9% |
| Q4 2022 | $471 | -99.8% | 1,473 | +57.7% | 0.12% | +57.0% |
| Q2 2022 | $305,000 | -73.3% | 934 | -66.0% | 0.08% | -80.3% |
| Q1 2022 | $1,143,000 | -12.5% | 2,745 | -3.7% | 0.40% | +32.3% |
| Q4 2021 | $1,306,000 | +5.4% | 2,850 | -7.7% | 0.30% | -5.3% |
| Q3 2021 | $1,239,000 | +18.3% | 3,088 | +17.6% | 0.32% | +16.4% |
| Q2 2021 | $1,047,000 | -0.2% | 2,626 | -10.3% | 0.28% | -1.4% |
| Q1 2021 | $1,049,000 | +6.0% | 2,927 | +4.6% | 0.28% | -7.3% |
| Q4 2020 | $990,000 | -11.0% | 2,799 | -21.6% | 0.30% | -34.0% |
| Q3 2020 | $1,112,000 | +61.2% | 3,572 | +44.3% | 0.46% | +42.5% |
| Q2 2020 | $690,000 | +1.5% | 2,475 | -8.9% | 0.32% | -19.4% |
| Q4 2019 | $680,000 | – | 2,718 | – | 0.40% | – |
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% |