VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,312 | +23.0% | 531 | +14.2% | 0.12% | +68.5% |
| Q1 2023 | $179,089 | +20.7% | 465 | 0.0% | 0.07% | +2.8% |
| Q4 2022 | $148,378 | -2.4% | 465 | +0.2% | 0.07% | -12.3% |
| Q3 2022 | $152,000 | -3.8% | 464 | 0.0% | 0.08% | -11.0% |
| Q2 2022 | $158,000 | -18.1% | 464 | 0.0% | 0.09% | -9.0% |
| Q1 2022 | $193,000 | -53.2% | 464 | -48.4% | 0.10% | -50.5% |
| Q4 2021 | $412,000 | +42.1% | 900 | +24.7% | 0.20% | +8.0% |
| Q3 2021 | $290,000 | +25.5% | 722 | +24.5% | 0.19% | +22.2% |
| Q2 2021 | $231,000 | +53.0% | 580 | +38.1% | 0.15% | +25.4% |
| Q1 2021 | $151,000 | -15.6% | 420 | -17.0% | 0.12% | -26.9% |
| Q4 2020 | $179,000 | – | 506 | – | 0.17% | – |
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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% |