VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $358,683 | +11.3% | 776 | -0.1% | 0.02% | -13.0% |
| Q3 2023 | $322,386 | -5.9% | 777 | +0.3% | 0.02% | -4.2% |
| Q2 2023 | $342,679 | +38.4% | 775 | 0.0% | 0.02% | +4.3% |
| Q4 2022 | $247,543 | -51.7% | 775 | -53.5% | 0.02% | -61.7% |
| Q3 2022 | $512,000 | -6.4% | 1,665 | -0.6% | 0.06% | -7.7% |
| Q2 2022 | $547,000 | +100.4% | 1,675 | +155.3% | 0.06% | +71.1% |
| Q1 2022 | $273,000 | -9.3% | 656 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $301,000 | -42.9% | 656 | -50.0% | 0.04% | -11.6% |
| Q3 2021 | $527,000 | 0.0% | 1,312 | -0.6% | 0.04% | -15.7% |
| Q2 2021 | $527,000 | +121.4% | 1,320 | +98.8% | 0.05% | -32.0% |
| Q1 2021 | $238,000 | +1.3% | 664 | 0.0% | 0.08% | -8.5% |
| Q4 2020 | $235,000 | +13.5% | 664 | 0.0% | 0.08% | -1.2% |
| Q3 2020 | $207,000 | – | 664 | – | 0.08% | – |
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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% |