VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $422,847 | +42.0% | 1,037 | +54.1% | 0.10% | +78.0% |
| Q2 2023 | $297,841 | +14.9% | 673 | 0.0% | 0.06% | +7.3% |
| Q1 2023 | $259,258 | +117.1% | 673 | +79.9% | 0.06% | +103.7% |
| Q4 2022 | $119,424 | +3.8% | 374 | +0.5% | 0.03% | -6.9% |
| Q3 2022 | $115,000 | -5.7% | 372 | 0.0% | 0.03% | -3.3% |
| Q2 2022 | $122,000 | -21.3% | 372 | 0.0% | 0.03% | -11.8% |
| Q1 2022 | $155,000 | -8.8% | 372 | +0.3% | 0.03% | -8.1% |
| Q4 2021 | $170,000 | +14.1% | 371 | +0.3% | 0.04% | +5.7% |
| Q3 2021 | $149,000 | +1.4% | 370 | 0.0% | 0.04% | +9.4% |
| Q2 2021 | $147,000 | -53.0% | 370 | -57.6% | 0.03% | -57.9% |
| Q1 2021 | $313,000 | +1.6% | 873 | +0.2% | 0.08% | -8.4% |
| Q4 2020 | $308,000 | +13.7% | 871 | +0.1% | 0.08% | -8.8% |
| Q3 2020 | $271,000 | +12.0% | 870 | +0.2% | 0.09% | -4.2% |
| Q2 2020 | $242,000 | +31.5% | 868 | +0.2% | 0.10% | -5.0% |
| Q1 2020 | $184,000 | – | 866 | – | 0.10% | – |
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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% |