VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 756 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,071,607 | +21.1% | 2,780 | +0.4% | 0.72% | +15.1% |
Q4 2022 | $884,766 | -2.8% | 2,770 | -6.5% | 0.62% | -2.5% |
Q3 2022 | $910,000 | -3.1% | 2,962 | +3.0% | 0.64% | +3.2% |
Q2 2022 | $939,000 | -14.9% | 2,877 | +8.5% | 0.62% | +2.3% |
Q1 2022 | $1,104,000 | -5.2% | 2,651 | +4.3% | 0.60% | -2.7% |
Q4 2021 | $1,165,000 | +15.2% | 2,542 | +0.9% | 0.62% | +7.1% |
Q3 2021 | $1,011,000 | +2.0% | 2,520 | -20.8% | 0.58% | -29.7% |
Q3 2020 | $991,000 | +13.8% | 3,181 | +1.8% | 0.83% | +5.2% |
Q2 2020 | $871,000 | +34.2% | 3,126 | +2.0% | 0.79% | +5.5% |
Q1 2020 | $649,000 | -10.1% | 3,064 | +4.0% | 0.74% | +17.1% |
Q4 2019 | $722,000 | +13.7% | 2,947 | 0.0% | 0.64% | +6.2% |
Q3 2019 | $635,000 | +5.7% | 2,947 | +3.5% | 0.60% | +4.4% |
Q2 2019 | $601,000 | +20.7% | 2,848 | +10.5% | 0.57% | +11.9% |
Q2 2018 | $498,000 | +12.2% | 2,578 | -0.8% | 0.51% | -12.5% |
Q1 2018 | $444,000 | – | 2,598 | – | 0.59% | – |
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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% |