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 | $345 | -6.2% | 831 | -0.1% | 0.22% | 0.0% |
| Q2 2023 | $368 | +14.6% | 832 | 0.0% | 0.22% | +7.3% |
| Q1 2023 | $321 | +20.7% | 832 | 0.0% | 0.20% | +19.2% |
| Q4 2022 | $266 | -99.9% | 832 | -3.5% | 0.17% | -8.5% |
| Q3 2022 | $265,000 | -8.6% | 862 | -2.8% | 0.19% | +10.6% |
| Q2 2022 | $290,000 | +30.6% | 887 | +66.7% | 0.17% | +42.9% |
| Q1 2022 | $222,000 | -9.0% | 532 | 0.0% | 0.12% | -7.8% |
| Q4 2021 | $244,000 | +14.6% | 532 | 0.0% | 0.13% | +5.7% |
| Q3 2021 | $213,000 | +0.5% | 532 | 0.0% | 0.12% | +1.7% |
| Q2 2021 | $212,000 | -24.0% | 532 | -32.5% | 0.12% | -17.8% |
| Q4 2020 | $279,000 | – | 788 | – | 0.15% | – |
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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% |