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 | $261,704 | -7.9% | 631 | -1.9% | 0.24% | -2.4% |
Q2 2023 | $284,204 | +5.2% | 643 | -8.3% | 0.25% | -4.7% |
Q1 2023 | $270,123 | +19.0% | 701 | -1.4% | 0.26% | +10.3% |
Q4 2022 | $227,025 | -14.7% | 711 | -12.8% | 0.23% | -31.8% |
Q2 2022 | $266,000 | -21.5% | 815 | 0.0% | 0.34% | -16.3% |
Q1 2022 | $339,000 | -8.4% | 815 | +1.0% | 0.41% | -3.5% |
Q4 2021 | $370,000 | – | 807 | – | 0.42% | – |
Download |
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% |