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 | $1,616,405 | -4.2% | 3,896 | +2.1% | 0.37% | -2.1% |
Q2 2023 | $1,687,454 | +15.4% | 3,816 | +0.6% | 0.38% | +9.9% |
Q1 2023 | $1,462,622 | +24.0% | 3,794 | +1.8% | 0.34% | -16.9% |
Q4 2022 | $1,179,480 | +5.8% | 3,728 | +2.8% | 0.41% | -5.7% |
Q3 2022 | $1,115,000 | -17.9% | 3,628 | +1.4% | 0.44% | -5.0% |
Q2 2022 | $1,358,000 | -9.9% | 3,579 | -1.1% | 0.46% | +2.0% |
Q1 2022 | $1,507,000 | -9.1% | 3,618 | +0.0% | 0.45% | -7.6% |
Q4 2021 | $1,657,000 | +9.3% | 3,617 | +6.5% | 0.49% | +7.9% |
Q3 2021 | $1,516,000 | +12.5% | 3,395 | +3.6% | 0.45% | +7.1% |
Q2 2021 | $1,348,000 | +8.1% | 3,277 | -1.0% | 0.42% | +7.1% |
Q1 2021 | $1,247,000 | -0.3% | 3,309 | -6.4% | 0.40% | -16.5% |
Q4 2020 | $1,251,000 | – | 3,536 | – | 0.47% | – |
Download |
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% |