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 | $2,028,033 | +12.1% | 4,888 | +19.4% | 1.04% | +14.3% |
Q2 2023 | $1,809,681 | +15.0% | 4,093 | +0.2% | 0.91% | +5.9% |
Q1 2023 | $1,574,190 | +18.8% | 4,084 | -1.6% | 0.86% | +11.8% |
Q4 2022 | $1,325,098 | +97549.1% | 4,149 | -6.0% | 0.77% | -11.3% |
Q3 2022 | $1,357 | -7.6% | 4,414 | -1.8% | 0.87% | -2.6% |
Q2 2022 | $1,468 | -36.2% | 4,497 | -18.7% | 0.89% | -25.0% |
Q1 2022 | $2,302 | -13.9% | 5,528 | -5.2% | 1.19% | -10.9% |
Q4 2021 | $2,673 | +17.9% | 5,833 | +3.2% | 1.33% | +5.0% |
Q3 2021 | $2,268 | +6.3% | 5,651 | +5.6% | 1.27% | +3.2% |
Q2 2021 | $2,134 | +15.1% | 5,351 | +3.5% | 1.23% | +4.5% |
Q1 2021 | $1,854 | +6.7% | 5,172 | +5.3% | 1.18% | -0.8% |
Q4 2020 | $1,738 | +11.4% | 4,913 | -1.8% | 1.19% | -2.9% |
Q3 2020 | $1,560 | +10.4% | 5,002 | -1.3% | 1.22% | +0.2% |
Q2 2020 | $1,413 | +27.0% | 5,067 | -3.6% | 1.22% | -0.2% |
Q1 2020 | $1,113 | – | 5,257 | – | 1.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 135,603 | $48,612,000 | 18.72% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 118,204 | $42,375,000 | 12.06% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 35,668 | $12,781,000 | 11.50% |
Curtis Advisory Group, LLC | 69,130 | $24,782,000 | 10.98% |
MONUMENTAL FINANCIAL GROUP INC. | 31,801 | $11,400,000 | 10.88% |
Elwood & Goetz Wealth Advisory Group, LLC | 72,610 | $26,030,000 | 10.80% |
HORIZON FINANCIAL SERVICES, LLC | 33,553 | $12,028,000 | 10.54% |
Annex Advisory Services, LLC | 283,404 | $101,597,000 | 9.78% |
TRUST CO OF OKLAHOMA | 75,444 | $27,045,919,000 | 9.72% |
Madden Advisory Services, Inc. | 31,283 | $11,215,000 | 8.78% |