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 | $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% | – |
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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% |