VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 36 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| 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% |