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 | $1,028,595 | +0.5% | 2,479 | +7.1% | 0.20% | -6.5% |
Q2 2023 | $1,023,466 | +14.7% | 2,315 | 0.0% | 0.22% | +4.3% |
Q1 2023 | $892,245 | +12.8% | 2,315 | -6.5% | 0.21% | +1.0% |
Q4 2022 | $790,770 | +8.9% | 2,476 | +4.7% | 0.21% | -32.9% |
Q3 2022 | $726,000 | -33.9% | 2,364 | -18.1% | 0.31% | -36.4% |
Q2 2022 | $1,099,000 | +2.6% | 2,887 | +12.2% | 0.48% | +24.8% |
Q1 2022 | $1,071,000 | -8.7% | 2,572 | +0.5% | 0.39% | +2.4% |
Q4 2021 | $1,173,000 | – | 2,560 | – | 0.38% | – |
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% |