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 | $407,017 | -10.5% | 981 | -4.7% | 0.24% | -10.3% |
| Q2 2023 | $454,983 | +3.3% | 1,029 | -10.0% | 0.27% | -2.5% |
| Q1 2023 | $440,592 | +10.1% | 1,143 | -8.8% | 0.28% | +5.7% |
| Q4 2022 | $400,221 | +2.6% | 1,253 | -1.3% | 0.26% | -4.7% |
| Q3 2022 | $390,000 | -6.0% | 1,270 | 0.0% | 0.28% | +1.5% |
| Q2 2022 | $415,000 | -31.5% | 1,270 | -3.9% | 0.27% | -18.1% |
| Q4 2021 | $606,000 | +11.6% | 1,322 | +1.4% | 0.33% | +6.1% |
| Q1 2021 | $543,000 | – | 1,304 | – | 0.31% | – |
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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% |