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 | $276,306 | -5.3% | 668 | 0.0% | 0.23% | -4.1% |
| Q2 2023 | $291,796 | +14.7% | 668 | 0.0% | 0.24% | +4.8% |
| Q1 2023 | $254,291 | +19.1% | 668 | 0.0% | 0.23% | -13.9% |
| Q4 2022 | $213,454 | +2.6% | 668 | 0.0% | 0.27% | +15.6% |
| Q3 2022 | $208,000 | -4.6% | 668 | 0.0% | 0.23% | -22.0% |
| Q2 2022 | $218,000 | -29.9% | 668 | -9.5% | 0.30% | +37.0% |
| Q1 2022 | $311,000 | -8.3% | 738 | 0.0% | 0.22% | +3.3% |
| Q4 2021 | $339,000 | -10.1% | 738 | -21.3% | 0.21% | -5.0% |
| Q3 2021 | $377,000 | -12.3% | 938 | -12.8% | 0.22% | -9.1% |
| Q2 2021 | $430,000 | +12.9% | 1,076 | 0.0% | 0.24% | -0.4% |
| Q1 2021 | $381,000 | +0.3% | 1,076 | 0.0% | 0.24% | -5.4% |
| Q4 2020 | $380,000 | – | 1,076 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 133,321 | $41,523,000 | 18.90% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 149,149 | $46,452,000 | 14.83% |
| Curtis Advisory Group, LLC | 69,130 | $21,531,000 | 12.70% |
| Annex Advisory Services, LLC | 312,610 | $97,362,000 | 12.41% |
| MFA WEALTH ADVISORS, LLC | 35,752 | $11,135,000 | 11.83% |
| Elwood & Goetz Wealth Advisory Group, LLC | 67,683 | $21,080,000 | 11.36% |
| HORIZON FINANCIAL SERVICES, LLC | 34,545 | $10,759,000 | 10.45% |
| TRUST CO OF OKLAHOMA | 79,004 | $24,605,796,000 | 10.13% |
| Tatro Capital, LLC | 27,217 | $8,477,000 | 9.69% |
| Madden Advisory Services, Inc. | 31,414 | $9,783,000 | 9.32% |