VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,477,198 | 0.0% | 10,125 | 0.0% | 1.19% | 0.0% |
| Q2 2023 | $4,477,198 | +31.1% | 10,125 | +14.3% | 1.19% | +19.1% |
| Q1 2023 | $3,415,071 | +45.8% | 8,859 | +20.8% | 1.00% | +25.4% |
| Q4 2022 | $2,342,199 | +1.4% | 7,333 | +3.7% | 0.80% | +3.4% |
| Q3 2022 | $2,309,000 | -25.9% | 7,072 | -5.5% | 0.77% | -0.4% |
| Q2 2022 | $3,117,000 | -1.1% | 7,486 | -1.1% | 0.77% | +2.9% |
| Q1 2022 | $3,152,000 | – | 7,570 | – | 0.75% | – |
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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% |