VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,697 | -6.2% | 879 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $388,659 | +14.7% | 879 | 0.0% | 0.02% | +5.0% |
| Q1 2023 | $338,828 | +20.7% | 879 | 0.0% | 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 | $219,000 | – | 704 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co LLC | 236,814 | $21,204,000 | 9.87% |
| Beacon Capital Management, Inc. | 263,794 | $23,620,000 | 7.06% |
| WBH ADVISORY INC | 372,770 | $33,376,000 | 6.74% |
| Annex Advisory Services, LLC | 191,214 | $17,121,000 | 6.57% |
| BINGHAM OSBORN & SCARBOROUGH LLC | 438,513 | $39,264,000 | 5.71% |
| Stearns Financial Services Group | 147,158 | $13,176,000 | 5.12% |
| TRUST CO OF OKLAHOMA | 81,281 | $7,277,901,000 | 4.87% |
| iAB Financial Bank | 48,185 | $4,314,000 | 3.76% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 213,615 | $19,127,000 | 3.34% |
| TOWER TRUST Co | 60,547 | $5,421,000 | 3.28% |