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 | $4,115,304 | -49.6% | 10,168 | -43.4% | 0.25% | -32.0% |
| Q2 2023 | $8,158,316 | +15.7% | 17,952 | -4.1% | 0.37% | -44.1% |
| Q1 2023 | $7,051,372 | +13.0% | 18,727 | +1.5% | 0.66% | +4.4% |
| Q4 2022 | $6,241,995 | -10.9% | 18,457 | -19.2% | 0.63% | -18.9% |
| Q3 2022 | $7,002,000 | -10.1% | 22,843 | +3.5% | 0.78% | -27.3% |
| Q2 2022 | $7,792,000 | +2.3% | 22,065 | +11.2% | 1.07% | +10.1% |
| Q1 2022 | $7,620,000 | -3.9% | 19,835 | +0.7% | 0.97% | +0.8% |
| Q4 2021 | $7,930,000 | -2.4% | 19,704 | +6.8% | 0.97% | +8.3% |
| Q3 2021 | $8,124,000 | +74.4% | 18,451 | +64.2% | 0.89% | +36.6% |
| Q2 2021 | $4,657,000 | +355.2% | 11,234 | +298.5% | 0.65% | +186.4% |
| Q1 2021 | $1,023,000 | – | 2,819 | – | 0.23% | – |
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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% |