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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CMC Financial Group | 159,205 | $44,372,000 | 33.00% |
| Stuart Chaussee & Associates, Inc. | 129,401 | $36,065,000 | 18.80% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 148,829 | $41,480,000 | 14.87% |
| Curtis Advisory Group, LLC | 69,130 | $19,267,000 | 13.82% |
| Annex Advisory Services, LLC | 310,669 | $86,587,000 | 12.07% |
| Elwood & Goetz Wealth Advisory Group, LLC | 67,005 | $18,675,000 | 11.40% |
| Tatro Capital, LLC | 26,415 | $7,362,000 | 10.56% |
| CABANA LLC | 394,461 | $109,940,000 | 10.10% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 198,900 | $55,436,000 | 9.01% |
| Madden Advisory Services, Inc. | 31,125 | $8,674,000 | 9.00% |