Graypoint LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Graypoint LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$501,199
-6.2%
1,2080.0%0.05%
-11.3%
Q2 2023$534,129
+14.7%
1,2080.0%0.05%
+3.9%
Q1 2023$465,648
+20.7%
1,2080.0%0.05%
+10.9%
Q4 2022$385,847
-30.6%
1,208
-33.2%
0.05%
-36.1%
Q3 2022$556,000
+41.1%
1,808
+49.7%
0.07%
+41.2%
Q2 2022$394,000
-21.7%
1,2080.0%0.05%
+2.0%
Q1 2022$503,000
-9.0%
1,2080.0%0.05%
-13.8%
Q4 2021$553,0001,2080.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders