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 | $483,249 | -10.6% | 1,179 | 0.0% | 0.38% | -14.0% |
| Q2 2023 | $540,418 | +18.9% | 1,179 | 0.0% | 0.44% | +8.0% |
| Q1 2023 | $454,469 | +101798.9% | 1,179 | -4.5% | 0.41% | +58.9% |
| Q4 2022 | $446 | -99.9% | 1,234 | +4.7% | 0.26% | +33.7% |
| Q3 2022 | $372,000 | -31.1% | 1,179 | 0.0% | 0.19% | -7.2% |
| Q2 2022 | $540,000 | +18.2% | 1,179 | 0.0% | 0.21% | -7.6% |
| Q1 2022 | $457,000 | -15.4% | 1,179 | 0.0% | 0.22% | +8.2% |
| Q4 2021 | $540,000 | – | 1,179 | – | 0.21% | – |
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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% |