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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,199 | -6.2% | 1,208 | 0.0% | 0.05% | -11.3% |
| Q2 2023 | $534,129 | +14.7% | 1,208 | 0.0% | 0.05% | +3.9% |
| Q1 2023 | $465,648 | +20.7% | 1,208 | 0.0% | 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% | 1,208 | 0.0% | 0.05% | +2.0% |
| Q1 2022 | $503,000 | -9.0% | 1,208 | 0.0% | 0.05% | -13.8% |
| Q4 2021 | $553,000 | – | 1,208 | – | 0.06% | – |
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% |