VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $574,541 | -5.3% | 1,382 | 0.0% | 0.25% | +1.2% |
| Q2 2023 | $606,604 | +30.1% | 1,382 | -5.4% | 0.25% | +2.5% |
| Q4 2022 | $466,153 | +11.8% | 1,461 | +15.9% | 0.24% | +6.7% |
| Q3 2022 | $417,000 | -7.9% | 1,261 | -7.6% | 0.22% | -11.1% |
| Q2 2022 | $453,000 | -15.8% | 1,364 | -0.7% | 0.25% | -6.3% |
| Q1 2022 | $538,000 | -16.5% | 1,374 | -6.0% | 0.27% | -47.2% |
| Q4 2021 | $644,000 | +7.3% | 1,461 | +4.4% | 0.51% | +7.4% |
| Q3 2021 | $600,000 | +18.6% | 1,399 | +11.0% | 0.48% | +10.7% |
| Q2 2021 | $506,000 | +10.0% | 1,260 | +3.2% | 0.43% | +17.2% |
| Q1 2021 | $460,000 | -94.8% | 1,221 | -95.1% | 0.37% | -95.8% |
| Q4 2020 | $8,775,000 | – | 24,680 | – | 8.66% | – |
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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% |