VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,966,441 | +4.4% | 67,405 | +11.2% | 7.30% | +6.5% |
| Q2 2023 | $26,796,106 | +40.1% | 60,603 | +22.2% | 6.86% | +29.6% |
| Q1 2023 | $19,120,589 | +54.9% | 49,603 | +28.3% | 5.29% | +41.4% |
| Q4 2022 | $12,346,596 | +5.9% | 38,654 | +1.9% | 3.74% | -3.3% |
| Q3 2022 | $11,662,000 | -5.5% | 37,941 | +0.4% | 3.87% | -3.4% |
| Q2 2022 | $12,335,000 | -4.0% | 37,773 | +22.4% | 4.01% | +1.8% |
| Q1 2022 | $12,852,000 | -19.6% | 30,859 | -11.5% | 3.93% | -19.0% |
| Q4 2021 | $15,984,000 | +22.0% | 34,886 | +6.9% | 4.86% | +4.6% |
| Q3 2021 | $13,099,000 | +5.4% | 32,641 | +4.7% | 4.64% | +0.8% |
| Q2 2021 | $12,427,000 | +19.2% | 31,162 | +7.1% | 4.60% | +2.3% |
| Q1 2021 | $10,427,000 | – | 29,086 | – | 4.50% | – |
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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% |