VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 617 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,317,497 | -9.3% | 3,092 | -6.0% | 0.34% | -6.1% |
| Q2 2023 | $1,452,744 | +15.3% | 3,291 | -0.2% | 0.36% | +9.1% |
| Q1 2023 | $1,259,990 | +10.5% | 3,298 | -0.0% | 0.33% | +7.5% |
| Q4 2022 | $1,140,193 | +4.5% | 3,299 | -0.5% | 0.31% | -8.1% |
| Q3 2022 | $1,091,000 | -8.9% | 3,316 | +2.3% | 0.34% | -3.5% |
| Q2 2022 | $1,197,000 | -0.1% | 3,240 | +4.5% | 0.35% | +9.1% |
| Q1 2022 | $1,198,000 | -58.7% | 3,099 | -53.5% | 0.32% | -58.2% |
| Q4 2021 | $2,900,000 | +7.3% | 6,669 | +3.6% | 0.76% | +2.4% |
| Q3 2021 | $2,703,000 | +3.3% | 6,437 | +1.0% | 0.74% | -0.8% |
| Q2 2021 | $2,616,000 | +13.2% | 6,371 | +2.7% | 0.75% | -0.4% |
| Q1 2021 | $2,310,000 | +2.4% | 6,202 | +2.7% | 0.75% | -2.1% |
| Q4 2020 | $2,256,000 | -4.4% | 6,041 | -23.6% | 0.77% | -19.0% |
| Q3 2020 | $2,361,000 | +0.2% | 7,908 | +1.4% | 0.95% | -0.2% |
| Q2 2020 | $2,357,000 | -26.7% | 7,799 | -44.1% | 0.95% | -40.8% |
| Q1 2020 | $3,215,000 | -7.7% | 13,944 | +2.4% | 1.61% | +3.7% |
| Q4 2019 | $3,482,000 | +20.9% | 13,615 | +11.4% | 1.55% | +10.1% |
| Q3 2019 | $2,880,000 | – | 12,226 | – | 1.41% | – |
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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% |