VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $464,165 | -5.3% | 1,119 | +0.9% | 0.06% | -4.8% |
Q2 2023 | $490,189 | +14.7% | 1,109 | 0.0% | 0.06% | +6.8% |
Q1 2023 | $427,341 | +20.7% | 1,109 | +0.1% | 0.06% | +3.5% |
Q4 2022 | $354,057 | +3.8% | 1,108 | 0.0% | 0.06% | -8.1% |
Q3 2022 | $341,000 | -5.3% | 1,108 | +0.5% | 0.06% | -4.6% |
Q2 2022 | $360,000 | -20.2% | 1,102 | +1.8% | 0.06% | -17.7% |
Q1 2022 | $451,000 | -4.9% | 1,082 | +4.5% | 0.08% | -13.2% |
Q4 2021 | $474,000 | +14.2% | 1,035 | 0.0% | 0.09% | -5.2% |
Q3 2021 | $415,000 | +0.5% | 1,035 | 0.0% | 0.10% | -5.0% |
Q2 2021 | $413,000 | +11.3% | 1,035 | +0.1% | 0.10% | -6.5% |
Q1 2021 | $371,000 | +1.4% | 1,034 | 0.0% | 0.11% | -14.3% |
Q4 2020 | $366,000 | +14.0% | 1,034 | +0.5% | 0.13% | -3.8% |
Q3 2020 | $321,000 | +23.9% | 1,029 | +10.5% | 0.13% | +12.0% |
Q2 2020 | $259,000 | +25.7% | 931 | -4.0% | 0.12% | -10.7% |
Q1 2020 | $206,000 | – | 970 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CMC Financial Group | 159,205 | $44,372,000 | 33.00% |
Stuart Chaussee & Associates, Inc. | 129,401 | $36,065,000 | 18.80% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 148,829 | $41,480,000 | 14.87% |
Curtis Advisory Group, LLC | 69,130 | $19,267,000 | 13.82% |
Annex Advisory Services, LLC | 310,669 | $86,587,000 | 12.07% |
Elwood & Goetz Wealth Advisory Group, LLC | 67,005 | $18,675,000 | 11.40% |
Tatro Capital, LLC | 26,415 | $7,362,000 | 10.56% |
CABANA LLC | 394,461 | $109,940,000 | 10.10% |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 198,900 | $55,436,000 | 9.01% |
Madden Advisory Services, Inc. | 31,125 | $8,674,000 | 9.00% |