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 | $1,888,647 | -7.6% | 4,552 | -1.6% | 0.04% | -2.7% |
| Q2 2023 | $2,044,400 | +9.6% | 4,624 | -4.4% | 0.04% | +2.8% |
| Q1 2023 | $1,865,160 | +21.5% | 4,839 | +0.7% | 0.04% | +16.1% |
| Q4 2022 | $1,534,809 | +28.2% | 4,805 | +23.4% | 0.03% | +19.2% |
| Q3 2022 | $1,197,000 | -6.1% | 3,894 | -0.3% | 0.03% | 0.0% |
| Q2 2022 | $1,275,000 | -25.4% | 3,905 | -4.9% | 0.03% | -7.1% |
| Q1 2022 | $1,710,000 | -45.3% | 4,106 | -39.8% | 0.03% | -40.4% |
| Q4 2021 | $3,124,000 | +14.2% | 6,818 | +0.0% | 0.05% | +11.9% |
| Q3 2021 | $2,736,000 | -2.3% | 6,817 | -2.9% | 0.04% | 0.0% |
| Q2 2021 | $2,799,000 | +9.2% | 7,019 | -1.8% | 0.04% | 0.0% |
| Q1 2021 | $2,564,000 | +9.2% | 7,151 | +7.7% | 0.04% | 0.0% |
| Q4 2020 | $2,348,000 | +7.2% | 6,638 | -5.6% | 0.04% | -2.3% |
| Q3 2020 | $2,191,000 | +10.3% | 7,034 | -1.3% | 0.04% | 0.0% |
| Q2 2020 | $1,986,000 | +51.8% | 7,126 | +15.4% | 0.04% | +22.9% |
| Q1 2020 | $1,308,000 | -14.8% | 6,174 | -1.6% | 0.04% | +9.4% |
| Q4 2019 | $1,536,000 | +9.5% | 6,273 | -3.6% | 0.03% | +3.2% |
| Q3 2019 | $1,403,000 | +26.6% | 6,510 | +24.0% | 0.03% | +24.0% |
| Q2 2019 | $1,108,000 | +4.8% | 5,252 | -0.3% | 0.02% | 0.0% |
| Q1 2019 | $1,057,000 | +22.9% | 5,269 | +2.2% | 0.02% | +4.2% |
| Q4 2018 | $860,000 | -9.5% | 5,154 | +9.9% | 0.02% | 0.0% |
| Q3 2018 | $950,000 | +5.8% | 4,688 | -5.3% | 0.02% | -11.1% |
| Q2 2018 | $898,000 | – | 4,951 | – | 0.03% | – |
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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% |