VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,761 | +30.9% | 2,419 | +39.5% | 0.86% | +23.6% |
| Q2 2023 | $766,761 | +75.9% | 1,734 | +53.3% | 0.70% | +66.1% |
| Q1 2023 | $436,015 | +3.3% | 1,131 | -14.4% | 0.42% | +2.4% |
| Q4 2022 | $421,948 | -4.1% | 1,321 | -0.9% | 0.41% | -23.7% |
| Q3 2022 | $440,000 | -23.6% | 1,333 | -24.4% | 0.54% | -28.1% |
| Q2 2022 | $576,000 | -29.3% | 1,763 | -9.9% | 0.74% | +15.9% |
| Q1 2022 | $815,000 | -9.3% | 1,957 | -0.3% | 0.64% | -6.5% |
| Q4 2021 | $899,000 | – | 1,962 | – | 0.69% | – |
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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% |