NORTH STAR ASSET MANAGEMENT INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
NORTH STAR ASSET MANAGEMENT INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,409,327
+11.5%
19,010
-0.7%
0.14%
+16.0%
Q2 2023$2,160,150
-0.7%
19,135
+0.5%
0.12%
-7.0%
Q1 2023$2,174,368
-5.9%
19,035
-0.1%
0.13%
-11.1%
Q4 2022$2,311,597
+19.3%
19,060
-0.1%
0.14%
+8.3%
Q3 2022$1,938,000
-1.4%
19,075
-3.4%
0.13%
+3.1%
Q2 2022$1,965,000
-7.7%
19,755
-0.7%
0.13%
+10.3%
Q1 2022$2,129,000
+37.2%
19,890
-0.5%
0.12%
+50.0%
Q4 2021$1,552,000
+4.6%
19,995
-0.4%
0.08%
-3.7%
Q3 2021$1,484,000
-2.6%
20,0800.0%0.08%
-3.6%
Q2 2021$1,523,000
+11.3%
20,080
-0.2%
0.08%
+2.4%
Q1 2021$1,368,000
+31.0%
20,130
-0.0%
0.08%
+24.2%
Q4 2020$1,044,000
+26.2%
20,140
-1.8%
0.07%
+8.2%
Q3 2020$827,000
-12.1%
20,510
+9.6%
0.06%
-18.7%
Q2 2020$941,00018,7100.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders