VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $750,969 | -4.4% | 1,810 | +1.9% | 0.25% | -2.7% |
Q2 2023 | $785,276 | +15.2% | 1,776 | +0.5% | 0.26% | +4.8% |
Q1 2023 | $681,511 | +25.4% | 1,768 | 0.0% | 0.25% | -3.5% |
Q4 2022 | $543,430 | +0.1% | 1,768 | 0.0% | 0.26% | +0.8% |
Q3 2022 | $543,000 | -4.9% | 1,768 | +1.4% | 0.26% | -17.5% |
Q2 2022 | $571,000 | -16.4% | 1,743 | +6.3% | 0.31% | -8.8% |
Q1 2022 | $683,000 | -9.1% | 1,640 | 0.0% | 0.34% | -9.8% |
Q4 2021 | $751,000 | +16.3% | 1,640 | +1.9% | 0.38% | +2.7% |
Q3 2021 | $646,000 | -2.7% | 1,610 | 0.0% | 0.37% | -1.3% |
Q2 2021 | $664,000 | +16.1% | 1,610 | +0.9% | 0.37% | -1.6% |
Q1 2021 | $572,000 | +1.4% | 1,595 | 0.0% | 0.38% | -10.2% |
Q4 2020 | $564,000 | +27.9% | 1,595 | +12.6% | 0.42% | -7.1% |
Q3 2020 | $441,000 | +13.7% | 1,416 | 0.0% | 0.45% | +1.6% |
Q2 2020 | $388,000 | +26.8% | 1,416 | 0.0% | 0.44% | +41.7% |
Q1 2020 | $306,000 | -11.8% | 1,416 | 0.0% | 0.31% | -3.4% |
Q4 2019 | $347,000 | – | 1,416 | – | 0.32% | – |
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% |