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 | $284,818 | -32.2% | 680 | -28.4% | 0.18% | -18.4% |
| Q2 2023 | $420,097 | +10.7% | 950 | -3.5% | 0.22% | +8.5% |
| Q1 2023 | $379,341 | +22.1% | 984 | -2.6% | 0.20% | -1.0% |
| Q4 2022 | $310,559 | -0.1% | 1,010 | 0.0% | 0.20% | -0.5% |
| Q3 2022 | $311,000 | +17.4% | 1,010 | +34.5% | 0.20% | +26.9% |
| Q2 2022 | $265,000 | -43.9% | 751 | -32.6% | 0.16% | -29.8% |
| Q1 2022 | $472,000 | +7.3% | 1,114 | +16.0% | 0.23% | +13.4% |
| Q4 2021 | $440,000 | +14.3% | 960 | +0.1% | 0.20% | +1.0% |
| Q3 2021 | $385,000 | -13.3% | 959 | -13.8% | 0.20% | -13.9% |
| Q2 2021 | $444,000 | +12.1% | 1,113 | +0.9% | 0.23% | +3.6% |
| Q1 2021 | $396,000 | -20.0% | 1,103 | -21.1% | 0.22% | -24.1% |
| Q4 2020 | $495,000 | +26.6% | 1,398 | +11.5% | 0.29% | +6.5% |
| Q3 2020 | $391,000 | +10.5% | 1,254 | 0.0% | 0.28% | -6.1% |
| Q2 2020 | $354,000 | +33.1% | 1,254 | +0.1% | 0.29% | +5.4% |
| Q1 2020 | $266,000 | -18.4% | 1,253 | +3.2% | 0.28% | +16.2% |
| Q4 2019 | $326,000 | – | 1,214 | – | 0.24% | – |
Download | ||||||
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% |