VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,494,000 | -6.2% | 3,600 | 0.0% | 0.41% | -7.9% |
| Q2 2023 | $1,592,000 | +14.7% | 3,600 | 0.0% | 0.44% | +5.2% |
| Q1 2023 | $1,388,000 | +7.5% | 3,600 | -10.9% | 0.42% | +2.9% |
| Q4 2022 | $1,291,000 | -46.9% | 4,041 | -48.9% | 0.41% | -72.7% |
| Q3 2022 | $2,431,000 | -7.4% | 7,910 | -1.6% | 1.50% | -1.1% |
| Q2 2022 | $2,625,000 | -21.6% | 8,039 | 0.0% | 1.51% | -37.5% |
| Q1 2022 | $3,348,000 | -9.1% | 8,039 | 0.0% | 2.42% | -16.5% |
| Q4 2021 | $3,683,000 | – | 8,039 | – | 2.90% | – |
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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% |