VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $585,199 | -13.0% | 1,410 | -7.3% | 0.49% | -5.3% |
| Q2 2023 | $672,571 | +27.3% | 1,521 | +10.9% | 0.51% | +31.5% |
| Q1 2023 | $528,519 | +20.8% | 1,371 | +0.1% | 0.39% | +15.7% |
| Q4 2022 | $437,441 | +2.7% | 1,370 | -1.2% | 0.34% | -2.9% |
| Q3 2022 | $426,000 | -6.0% | 1,387 | 0.0% | 0.35% | -3.1% |
| Q2 2022 | $453,000 | -26.8% | 1,387 | -6.7% | 0.36% | -15.1% |
| Q1 2022 | $619,000 | +3.7% | 1,487 | +14.1% | 0.42% | +14.6% |
| Q4 2021 | $597,000 | – | 1,303 | – | 0.37% | – |
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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% |