VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,811,076 | -5.2% | 4,365 | +1.0% | 0.69% | -1.4% |
| Q2 2023 | $1,910,912 | +9.9% | 4,322 | -4.2% | 0.70% | +6.0% |
| Q1 2023 | $1,738,382 | +25.1% | 4,510 | +3.7% | 0.66% | +16.3% |
| Q4 2022 | $1,389,679 | -8.9% | 4,351 | -6.9% | 0.57% | -22.6% |
| Q3 2022 | $1,526,000 | 0.0% | 4,674 | 0.0% | 0.74% | +16.4% |
| Q2 2022 | $1,526,000 | -24.2% | 4,674 | -3.3% | 0.63% | -13.7% |
| Q1 2022 | $2,012,000 | -9.2% | 4,832 | -0.1% | 0.74% | -15.0% |
| Q4 2021 | $2,216,000 | +18.8% | 4,836 | +4.0% | 0.86% | +5.6% |
| Q3 2021 | $1,866,000 | +0.3% | 4,649 | -0.3% | 0.82% | +1.1% |
| Q2 2021 | $1,860,000 | +9.1% | 4,663 | -1.9% | 0.81% | -0.2% |
| Q1 2021 | $1,705,000 | -0.4% | 4,755 | -1.8% | 0.81% | -5.8% |
| Q4 2020 | $1,712,000 | +20.6% | 4,840 | +6.2% | 0.86% | +1.9% |
| Q3 2020 | $1,419,000 | -5.5% | 4,557 | -15.4% | 0.85% | -14.7% |
| Q2 2020 | $1,502,000 | +28.9% | 5,388 | -2.0% | 0.99% | +5.6% |
| Q1 2020 | $1,165,000 | -4.5% | 5,496 | +10.3% | 0.94% | +20.7% |
| Q4 2019 | $1,220,000 | – | 4,983 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 133,321 | $41,523,000 | 18.90% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 149,149 | $46,452,000 | 14.83% |
| Curtis Advisory Group, LLC | 69,130 | $21,531,000 | 12.70% |
| Annex Advisory Services, LLC | 312,610 | $97,362,000 | 12.41% |
| MFA WEALTH ADVISORS, LLC | 35,752 | $11,135,000 | 11.83% |
| Elwood & Goetz Wealth Advisory Group, LLC | 67,683 | $21,080,000 | 11.36% |
| HORIZON FINANCIAL SERVICES, LLC | 34,545 | $10,759,000 | 10.45% |
| TRUST CO OF OKLAHOMA | 79,004 | $24,605,796,000 | 10.13% |
| Tatro Capital, LLC | 27,217 | $8,477,000 | 9.69% |
| Madden Advisory Services, Inc. | 31,414 | $9,783,000 | 9.32% |