VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 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. | 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% |