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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $504,000 | -8.4% | 1,211 | +0.1% | 0.31% | -14.5% |
| Q4 2021 | $550,000 | +13.2% | 1,210 | -0.1% | 0.37% | +13.0% |
| Q3 2021 | $486,000 | +0.6% | 1,211 | 0.0% | 0.32% | +0.6% |
| Q2 2021 | $483,000 | +58.4% | 1,211 | +42.0% | 0.32% | +32.5% |
| Q1 2021 | $305,000 | +138.3% | 853 | +135.0% | 0.24% | +145.5% |
| Q4 2020 | $128,000 | +13.3% | 363 | 0.0% | 0.10% | +3.1% |
| Q3 2020 | $113,000 | +79.4% | 363 | +59.9% | 0.10% | +65.5% |
| Q2 2020 | $63,000 | +43.2% | 227 | +9.7% | 0.06% | +52.6% |
| Q1 2020 | $44,000 | -13.7% | 207 | 0.0% | 0.04% | -20.8% |
| Q4 2019 | $51,000 | – | 207 | – | 0.05% | – |
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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% |