VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,756 | +4.3% | 1,460 | +11.1% | 0.38% | +7.3% |
| Q2 2023 | $580,998 | +43.3% | 1,314 | +24.9% | 0.36% | +39.1% |
| Q1 2023 | $405,514 | +20.7% | 1,052 | 0.0% | 0.26% | +17.4% |
| Q4 2022 | $336,019 | -7.4% | 1,052 | -11.0% | 0.22% | -15.8% |
| Q3 2022 | $363,000 | -6.0% | 1,182 | 0.0% | 0.26% | -1.5% |
| Q2 2022 | $386,000 | -26.6% | 1,182 | -6.3% | 0.26% | -17.0% |
| Q1 2022 | $526,000 | -14.1% | 1,262 | -5.5% | 0.32% | -12.4% |
| Q4 2021 | $612,000 | +16.1% | 1,336 | +1.7% | 0.36% | +6.8% |
| Q3 2021 | $527,000 | +3.3% | 1,314 | +2.8% | 0.34% | +4.0% |
| Q2 2021 | $510,000 | -28.5% | 1,278 | -35.7% | 0.33% | -33.3% |
| Q1 2021 | $713,000 | +0.3% | 1,988 | -1.0% | 0.49% | -6.7% |
| Q4 2020 | $711,000 | – | 2,009 | – | 0.52% | – |
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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% |