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 | $2,687,307 | -8.9% | 6,477 | -2.9% | 1.82% | -11.5% |
| Q2 2023 | $2,948,765 | +10.8% | 6,669 | -3.4% | 2.06% | -2.2% |
| Q1 2023 | $2,661,670 | +10.1% | 6,905 | -8.8% | 2.11% | -2.0% |
| Q4 2022 | $2,417,614 | +5.8% | 7,569 | +1.8% | 2.15% | +1.5% |
| Q3 2022 | $2,285,000 | -2.7% | 7,435 | +3.4% | 2.12% | +0.4% |
| Q2 2022 | $2,349,000 | +2.4% | 7,192 | +30.6% | 2.11% | +3.7% |
| Q1 2022 | $2,294,000 | +0.3% | 5,509 | +10.4% | 2.03% | +2.0% |
| Q4 2021 | $2,286,000 | +20.4% | 4,990 | +5.5% | 1.99% | +12.6% |
| Q3 2021 | $1,899,000 | -6.4% | 4,732 | -7.0% | 1.77% | -9.4% |
| Q2 2021 | $2,028,000 | +8.0% | 5,086 | -2.9% | 1.95% | -1.6% |
| Q1 2021 | $1,877,000 | -8.3% | 5,236 | -9.5% | 1.99% | -1.1% |
| Q4 2020 | $2,047,000 | – | 5,786 | – | 2.01% | – |
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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% |