VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,936 | -6.1% | 674 | +1.8% | 0.13% | -3.6% |
| Q2 2023 | $303,605 | +24.6% | 662 | 0.0% | 0.14% | +14.9% |
| Q1 2023 | $243,701 | +9.4% | 662 | +0.3% | 0.12% | +5.2% |
| Q4 2022 | $222,757 | -0.6% | 660 | +0.3% | 0.12% | -7.3% |
| Q2 2022 | $224,000 | -17.9% | 658 | +0.2% | 0.12% | -1.6% |
| Q1 2022 | $273,000 | -16.0% | 657 | -7.5% | 0.13% | -12.5% |
| Q4 2021 | $325,000 | -2.1% | 710 | -9.6% | 0.14% | -7.1% |
| Q3 2021 | $332,000 | +6.4% | 785 | +0.3% | 0.16% | +2.0% |
| Q2 2021 | $312,000 | +3.0% | 783 | +0.1% | 0.15% | 0.0% |
| Q1 2021 | $303,000 | +9.8% | 782 | +0.1% | 0.15% | -6.7% |
| Q4 2020 | $276,000 | +3.8% | 781 | -8.7% | 0.16% | -6.3% |
| Q3 2020 | $266,000 | +11.8% | 855 | +0.2% | 0.17% | +2.4% |
| Q2 2020 | $238,000 | – | 853 | – | 0.17% | – |
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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% |