NORTH STAR ASSET MANAGEMENT INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
NORTH STAR ASSET MANAGEMENT INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$364,697
-6.2%
8790.0%0.02%0.0%
Q2 2023$388,659
+14.7%
8790.0%0.02%
+5.0%
Q1 2023$338,828
+20.7%
8790.0%0.02%
+17.6%
Q4 2022$280,761
+13.7%
879
+9.3%
0.02%0.0%
Q3 2022$247,000
-14.8%
804
-9.5%
0.02%
-10.5%
Q2 2022$290,000
-25.4%
888
-4.9%
0.02%
-9.5%
Q1 2022$389,000
+0.8%
934
+10.8%
0.02%
+10.5%
Q4 2021$386,000
-2.0%
843
-14.2%
0.02%
-13.6%
Q3 2021$394,000
+15.2%
983
+14.6%
0.02%
+15.8%
Q2 2021$342,000
+7.9%
858
-2.8%
0.02%0.0%
Q1 2021$317,000
+8.9%
883
+7.3%
0.02%
+5.6%
Q4 2020$291,000
+32.9%
823
+16.9%
0.02%
+12.5%
Q3 2020$219,0007040.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders