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 | $1,236,875 | -30.9% | 2,981 | -26.4% | 1.31% | -22.0% |
| Q2 2023 | $1,791,184 | +14.3% | 4,051 | -0.4% | 1.68% | +5.4% |
| Q1 2023 | $1,567,321 | +19.1% | 4,066 | -1.3% | 1.59% | +6.7% |
| Q4 2022 | $1,315,690 | +4.9% | 4,119 | +0.9% | 1.49% | +4.4% |
| Q3 2022 | $1,254,000 | -7.8% | 4,081 | -2.0% | 1.43% | -3.5% |
| Q2 2022 | $1,360,000 | -25.4% | 4,165 | -4.9% | 1.48% | -12.2% |
| Q1 2022 | $1,823,000 | – | 4,378 | – | 1.69% | – |
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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% |