VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,288,607 | +6.6% | 128,437 | +13.6% | 2.03% | +9.9% |
| Q2 2023 | $49,997,276 | +37.9% | 113,075 | +20.2% | 1.85% | +30.7% |
| Q1 2023 | $36,266,452 | +140163.2% | 94,084 | +16.2% | 1.41% | -3.0% |
| Q4 2022 | $25,856 | -99.9% | 80,950 | -0.6% | 1.46% | -4.3% |
| Q3 2022 | $25,026,000 | -17.2% | 81,421 | -12.1% | 1.52% | +22.0% |
| Q2 2022 | $30,237,000 | -40.4% | 92,594 | -23.9% | 1.25% | -8.2% |
| Q1 2022 | $50,709,000 | -20.6% | 121,675 | -12.4% | 1.36% | -4.2% |
| Q4 2021 | $63,888,000 | +18.5% | 138,875 | +3.4% | 1.42% | -0.8% |
| Q3 2021 | $53,925,000 | +17.4% | 134,373 | +17.0% | 1.43% | +15.0% |
| Q2 2021 | $45,942,000 | +14.9% | 114,892 | +0.9% | 1.24% | +16.8% |
| Q1 2021 | $39,994,000 | – | 113,909 | – | 1.06% | – |
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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% |