VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,271 | -6.2% | 743 | 0.0% | 0.22% | -0.4% |
| Q2 2023 | $328,525 | +14.7% | 743 | 0.0% | 0.23% | +5.1% |
| Q1 2023 | $286,404 | +29.4% | 743 | +7.2% | 0.22% | +20.8% |
| Q4 2022 | $221,351 | +3.9% | 693 | 0.0% | 0.18% | -2.2% |
| Q3 2022 | $213,000 | -14.5% | 693 | 0.0% | 0.18% | -3.2% |
| Q2 2022 | $249,000 | -2.4% | 693 | 0.0% | 0.19% | +5.6% |
| Q1 2022 | $255,000 | -25.4% | 693 | -6.7% | 0.18% | -74.2% |
| Q4 2021 | $342,000 | +10.3% | 743 | +2.8% | 0.69% | +271.0% |
| Q3 2021 | $310,000 | +48.3% | 723 | +37.7% | 0.19% | +44.2% |
| Q2 2021 | $209,000 | +12.4% | 525 | 0.0% | 0.13% | +13.2% |
| Q4 2020 | $186,000 | – | 525 | – | 0.11% | – |
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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% |