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 | $305,867 | -32.1% | 737 | -27.7% | 0.19% | -30.6% |
| Q2 2023 | $450,630 | +13.2% | 1,019 | -1.4% | 0.27% | +6.3% |
| Q1 2023 | $398,251 | +14.6% | 1,033 | -5.1% | 0.26% | +7.1% |
| Q4 2022 | $347,546 | -1.3% | 1,088 | -5.1% | 0.24% | -13.5% |
| Q3 2022 | $352,000 | +0.3% | 1,146 | +6.7% | 0.28% | +8.7% |
| Q2 2022 | $351,000 | -31.0% | 1,074 | -12.0% | 0.25% | -21.7% |
| Q1 2022 | $509,000 | +28.9% | 1,221 | +41.5% | 0.32% | +32.9% |
| Q4 2021 | $395,000 | +6.2% | 863 | +2.1% | 0.24% | 0.0% |
| Q3 2021 | $372,000 | – | 845 | – | 0.24% | – |
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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% |