VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,122 | +9.7% | 808 | +16.9% | 0.04% | +19.4% |
| Q2 2023 | $305,407 | +23.1% | 691 | +16.3% | 0.04% | +5.9% |
| Q1 2022 | $248,000 | +9.3% | 594 | +20.2% | 0.03% | +6.2% |
| Q4 2021 | $227,000 | +12.9% | 494 | -1.2% | 0.03% | +3.2% |
| Q3 2021 | $201,000 | -6.5% | 500 | -16.8% | 0.03% | -20.5% |
| Q1 2021 | $215,000 | +0.9% | 601 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $213,000 | – | 601 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 135,603 | $48,612,000 | 18.72% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 118,204 | $42,375,000 | 12.06% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 35,668 | $12,781,000 | 11.50% |
| Curtis Advisory Group, LLC | 69,130 | $24,782,000 | 10.98% |
| MONUMENTAL FINANCIAL GROUP INC. | 31,801 | $11,400,000 | 10.88% |
| Elwood & Goetz Wealth Advisory Group, LLC | 72,610 | $26,030,000 | 10.80% |
| HORIZON FINANCIAL SERVICES, LLC | 33,553 | $12,028,000 | 10.54% |
| Annex Advisory Services, LLC | 283,404 | $101,597,000 | 9.78% |
| TRUST CO OF OKLAHOMA | 75,444 | $27,045,919,000 | 9.72% |
| Madden Advisory Services, Inc. | 31,283 | $11,215,000 | 8.78% |