VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,600 | -7.9% | 874 | -1.9% | 0.06% | -8.8% |
| Q2 2023 | $394,741 | +5.7% | 891 | -8.0% | 0.07% | +3.0% |
| Q1 2023 | $373,287 | +2237.3% | 968 | +1836.0% | 0.07% | +2100.0% |
| Q4 2022 | $15,971 | -0.2% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -68.0% | 50 | -58.3% | 0.00% | -86.4% |
| Q1 2022 | $50,000 | -31.5% | 120 | -25.0% | 0.02% | -29.0% |
| Q4 2021 | $73,000 | – | 160 | – | 0.03% | – |
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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% |