VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $829,857 | -1.3% | 2,000 | +5.2% | 0.14% | -3.5% |
| Q2 2023 | $840,590 | +14.7% | 1,901 | 0.0% | 0.14% | -0.7% |
| Q1 2023 | $732,816 | +24.1% | 1,901 | +2.8% | 0.14% | +5.1% |
| Q4 2022 | $590,621 | +3.9% | 1,849 | 0.0% | 0.14% | -24.2% |
| Q3 2022 | $568,357 | -7.4% | 1,849 | -1.6% | 0.18% | -36.8% |
| Q2 2022 | $613,946 | +30.6% | 1,880 | +66.5% | 0.29% | +28.0% |
| Q1 2022 | $470,247 | -22.8% | 1,129 | -15.0% | 0.22% | -16.7% |
| Q4 2021 | $608,908 | – | 1,329 | – | 0.27% | – |
Download | ||||||
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% |