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 | $260,183 | -7.1% | 627 | -0.9% | 0.33% | +5.1% |
| Q2 2023 | $279,931 | +14.7% | 633 | 0.0% | 0.31% | +28.8% |
| Q1 2023 | $244,040 | +21.8% | 633 | +1.0% | 0.24% | +1.2% |
| Q4 2022 | $200,301 | -2.3% | 627 | 0.0% | 0.24% | -9.8% |
| Q2 2022 | $205,000 | -21.5% | 627 | 0.0% | 0.27% | +20.9% |
| Q1 2022 | $261,000 | -26.7% | 627 | -19.3% | 0.22% | -23.9% |
| Q4 2021 | $356,000 | – | 777 | – | 0.29% | – |
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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% |