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 | $612,350 | -7.3% | 1,476 | -1.2% | 0.44% | -4.4% |
| Q2 2023 | $660,542 | +6.0% | 1,494 | -7.6% | 0.46% | +2.0% |
| Q1 2023 | $623,266 | +28.6% | 1,617 | +6.5% | 0.45% | +24.0% |
| Q4 2022 | $484,832 | +12.0% | 1,518 | +7.9% | 0.36% | +1.4% |
| Q3 2022 | $433,000 | +9.1% | 1,407 | +20.4% | 0.36% | -1.9% |
| Q2 2022 | $397,000 | -56.1% | 1,169 | -46.2% | 0.36% | +78.9% |
| Q1 2022 | $905,000 | +25.9% | 2,173 | +38.4% | 0.20% | +1.5% |
| Q4 2021 | $719,000 | +14.1% | 1,570 | 0.0% | 0.20% | +1.0% |
| Q3 2021 | $630,000 | +100.0% | 1,570 | +98.5% | 0.20% | -15.0% |
| Q2 2021 | $315,000 | +12.5% | 791 | +6.6% | 0.23% | +2.2% |
| Q1 2021 | $280,000 | -10.5% | 742 | -16.3% | 0.23% | -17.3% |
| Q4 2020 | $313,000 | – | 886 | – | 0.28% | – |
Download | ||||||
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% |