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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $502,392 | +16.7% | 1,038 | 0.0% | 0.10% | +5.1% |
| Q3 2023 | $430,666 | -6.2% | 1,038 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $458,963 | +14.7% | 1,038 | 0.0% | 0.10% | +7.6% |
| Q1 2023 | $400,118 | +120417.5% | 1,038 | 0.0% | 0.09% | +21.1% |
| Q4 2022 | $332 | -99.9% | 1,038 | 0.0% | 0.08% | -5.0% |
| Q3 2022 | $319,000 | -5.9% | 1,038 | 0.0% | 0.08% | +3.9% |
| Q2 2022 | $339,000 | -21.5% | 1,038 | 0.0% | 0.08% | -8.3% |
| Q1 2022 | $432,000 | -16.8% | 1,038 | -8.4% | 0.08% | -10.6% |
| Q4 2021 | $519,000 | +14.1% | 1,133 | 0.0% | 0.09% | +8.0% |
| Q3 2021 | $455,000 | +0.7% | 1,133 | 0.0% | 0.09% | +1.2% |
| Q2 2021 | $452,000 | +11.3% | 1,133 | 0.0% | 0.09% | +6.2% |
| Q1 2021 | $406,000 | +1.2% | 1,133 | 0.0% | 0.08% | -3.6% |
| Q4 2020 | $401,000 | +13.6% | 1,133 | 0.0% | 0.08% | 0.0% |
| Q3 2020 | $353,000 | +11.7% | 1,133 | 0.0% | 0.08% | +1.2% |
| Q2 2020 | $316,000 | +31.7% | 1,133 | 0.0% | 0.08% | +13.7% |
| Q1 2020 | $240,000 | -13.4% | 1,133 | 0.0% | 0.07% | +15.9% |
| Q4 2019 | $277,000 | +13.5% | 1,133 | 0.0% | 0.06% | +6.8% |
| Q3 2019 | $244,000 | +2.1% | 1,133 | 0.0% | 0.06% | +5.4% |
| Q2 2019 | $239,000 | +5.3% | 1,133 | 0.0% | 0.06% | +3.7% |
| Q1 2019 | $227,000 | – | 1,133 | – | 0.05% | – |
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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% |