VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,915 | -7.5% | 4,620 | -1.5% | 1.45% | -4.4% |
| Q2 2023 | $2,070 | +12.5% | 4,688 | -1.8% | 1.52% | +6.0% |
| Q1 2023 | $1,840 | +18.0% | 4,776 | -2.1% | 1.43% | +5.7% |
| Q4 2022 | $1,559 | -99.9% | 4,880 | +8.3% | 1.36% | +1.0% |
| Q3 2022 | $1,386,000 | -0.5% | 4,508 | +5.7% | 1.34% | -1.3% |
| Q2 2022 | $1,393,000 | -31.0% | 4,265 | -12.0% | 1.36% | -25.1% |
| Q1 2022 | $2,019,000 | -13.2% | 4,847 | -4.5% | 1.82% | -8.3% |
| Q4 2021 | $2,326,000 | +12.8% | 5,077 | -1.2% | 1.98% | +3.7% |
| Q3 2021 | $2,062,000 | +0.6% | 5,138 | +0.0% | 1.91% | -3.0% |
| Q2 2021 | $2,049,000 | – | 5,137 | – | 1.97% | – |
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% |