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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $225,722 | -18.2% | 510 | -39.6% | 0.16% | -41.4% |
| Q2 2022 | $276,000 | -22.5% | 845 | -1.2% | 0.27% | -11.0% |
| Q1 2022 | $356,000 | -23.4% | 855 | -15.7% | 0.30% | -22.0% |
| Q4 2021 | $465,000 | +14.5% | 1,014 | +0.2% | 0.39% | -1.0% |
| Q3 2021 | $406,000 | +10.0% | 1,012 | +9.3% | 0.39% | +19.3% |
| Q2 2021 | $369,000 | +11.5% | 926 | +0.1% | 0.33% | +9.4% |
| Q1 2021 | $331,000 | +1.2% | 925 | 0.0% | 0.30% | -14.6% |
| Q4 2020 | $327,000 | – | 925 | – | 0.35% | – |
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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% |