VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,659,281 | -2.5% | 3,999 | +0.1% | 1.80% | +2.0% |
| Q2 2023 | $1,702,168 | +10.5% | 3,995 | 0.0% | 1.77% | +0.5% |
| Q1 2023 | $1,540,440 | +21.6% | 3,995 | +0.7% | 1.76% | +15.9% |
| Q4 2022 | $1,266,763 | +4.3% | 3,966 | +0.3% | 1.52% | -3.8% |
| Q3 2022 | $1,214,967 | -4.9% | 3,953 | +1.0% | 1.58% | -2.0% |
| Q2 2022 | $1,277,720 | -27.0% | 3,913 | -6.9% | 1.61% | -4.6% |
| Q1 2022 | $1,751,400 | -5.5% | 4,205 | +3.9% | 1.69% | -2.7% |
| Q4 2021 | $1,853,927 | – | 4,046 | – | 1.74% | – |
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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% |