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 | $453,486 | -6.2% | 1,093 | 0.0% | 0.30% | -1.0% |
| Q2 2023 | $483,281 | +13.2% | 1,093 | -1.4% | 0.31% | +1.0% |
| Q1 2023 | $427,101 | +20.7% | 1,108 | 0.0% | 0.30% | +16.1% |
| Q4 2022 | $353,906 | +3.8% | 1,108 | 0.0% | 0.26% | -4.7% |
| Q3 2022 | $341,000 | -4.2% | 1,108 | +1.7% | 0.27% | -0.4% |
| Q2 2022 | $356,000 | -20.2% | 1,090 | +1.9% | 0.28% | -6.1% |
| Q1 2022 | $446,000 | -6.9% | 1,070 | +2.4% | 0.29% | -5.2% |
| Q4 2021 | $479,000 | +14.9% | 1,045 | +0.5% | 0.31% | +7.7% |
| Q3 2021 | $417,000 | +10.6% | 1,040 | +10.1% | 0.29% | +8.3% |
| Q2 2021 | $377,000 | +75.3% | 945 | +57.5% | 0.26% | +56.8% |
| Q1 2021 | $215,000 | -24.3% | 600 | -25.2% | 0.17% | -37.6% |
| Q4 2020 | $284,000 | – | 802 | – | 0.27% | – |
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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% |